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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 | $44,718 | $76,371-41.4% | $93,621-52.2% | $72,976-38.7% |
| Participation rate | 76.7% | 71.8%+4.9pp | 75.8%+0.8pp | 69.5%+7.2pp |
| Annual return | 17.99% | 25.82%-7.8pp | 32.76%-14.8pp | 81.02%-63.0pp |
| Employer contribution / active EE | $1,092 | $2,276-52.0% | $2,719-59.8% | $2,440-55.2% |
| Participant deferral / active EE | $2,281 | $3,538-35.5% | $4,070-44.0% | $3,608-36.8% |
| Admin fee / account holder | $2,993 | $6,839-56.2% | $7,890-62.1% | $5,124-41.6% |