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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 | $47,259 | $100,194-52.8% | $122,979-61.6% | $86,983-45.7% |
| Participation rate | 76.9% | 73.0%+4.0pp | 77.2%-0.3pp | 69.5%+7.4pp |
| Annual return | 12.54% | 16.47%-3.9pp | 20.12%-7.6pp | 25.83%-13.3pp |
| Employer contribution / active EE | $2,454 | $2,326+5.5% | $3,062-19.9% | $2,584-5.1% |
| Participant deferral / active EE | $3,343 | $4,133-19.1% | $5,003-33.2% | $4,194-20.3% |
| Admin fee / account holder | $1,032 | $10,148-89.8% | $12,864-92.0% | $7,856-86.9% |