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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 | $49,369 | $60,349-18.2% | $74,184-33.5% | $62,881-21.5% |
| Participation rate | 72.8% | 72.7%+0.1pp | 76.6%-3.8pp | 69.3%+3.5pp |
| Annual return | 6.77% | 21.38%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,966 | $1,680+17.0% | $2,370-17.0% | $2,281-13.8% |
| Participant deferral / active EE | $2,675 | $2,856-6.4% | $3,550-24.7% | $3,203-16.5% |
| Admin fee / account holder | $2,821 | $4,261-33.8% | $5,586-49.5% | $4,296-34.3% |