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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 | $47,463 | $87,132-45.5% | $105,624-55.1% | $80,959-41.4% |
| Participation rate | 73.2% | 70.4%+2.8pp | 75.3%-2.0pp | 67.7%+5.6pp |
| Annual return | 12.19% | 17.03%-4.8pp | 116.20%-104.0pp | 35.67%-23.5pp |
| Employer contribution / active EE | $936 | $2,397-61.0% | $3,168-70.5% | $2,757-66.1% |
| Participant deferral / active EE | $2,278 | $3,985-42.8% | $5,013-54.5% | $4,300-47.0% |
| Admin fee / account holder | $2,726 | $8,449-67.7% | $10,961-75.1% | $6,925-60.6% |