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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 | $52,056 | $59,804-13.0% | $81,982-36.5% | $79,856-34.8% |
| Participation rate | 70.0% | 61.6%+8.4pp | 69.3%+0.7pp | 69.6%+0.4pp |
| Annual return | 15.90% | 17.56%-1.7pp | 41.31%-25.4pp | 31.71%-15.8pp |
| Employer contribution / active EE | $404 | $1,713-76.4% | $2,498-83.8% | $2,471-83.7% |
| Participant deferral / active EE | $2,233 | $2,695-17.2% | $3,722-40.0% | $3,741-40.3% |
| Admin fee / account holder | $704 | $4,288-83.6% | $5,665-87.6% | $5,306-86.7% |