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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 | $46,773 | $88,707-47.3% | $74,184-37.0% | $273,972-82.9% |
| Participation rate | 91.3% | 79.4%+11.9pp | 76.6%+14.7pp | 83.0%+8.3pp |
| Annual return | 3.08% | 11.94%-8.9pp | 17.74%-14.7pp | 41.46%-38.4pp |
| Employer contribution / active EE | $698 | $3,159-77.9% | $2,370-70.5% | $4,869-85.7% |
| Participant deferral / active EE | $3,745 | $4,212-11.1% | $3,550+5.5% | $5,287-29.2% |
| Admin fee / account holder | $1,622 | $8,717-81.4% | $5,586-71.0% | $10,133-84.0% |