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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 | $47,349 | $67,602-30.0% | $82,312-42.5% | $70,126-32.5% |
| Participation rate | 77.3% | 72.8%+4.5pp | 76.9%+0.4pp | 69.5%+7.7pp |
| Annual return | 16.05% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,052 | $1,755-40.1% | $2,428-56.7% | $2,343-55.1% |
| Participant deferral / active EE | $1,686 | $2,987-43.6% | $3,706-54.5% | $3,332-49.4% |
| Admin fee / account holder | $1,214 | $4,512-73.1% | $5,608-78.4% | $4,645-73.9% |