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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,168 | $67,411-34.5% | $91,004-51.5% | $70,126-37.0% |
| Participation rate | 82.1% | 71.4%+10.8pp | 75.6%+6.5pp | 69.5%+12.6pp |
| Annual return | 15.22% | -40.16%+55.4pp | 4.60%+10.6pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,352 | $1,786-24.3% | $2,456-44.9% | $2,343-42.3% |
| Participant deferral / active EE | $2,248 | $2,823-20.3% | $3,548-36.6% | $3,332-32.5% |
| Admin fee / account holder | $3,642 | $4,236-14.0% | $5,417-32.8% | $4,645-21.6% |