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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 | $46,170 | $60,349-23.5% | $74,184-37.8% | $62,881-26.6% |
| Participation rate | 82.0% | 72.7%+9.2pp | 76.6%+5.3pp | 69.3%+12.7pp |
| Annual return | 8.04% | 21.38%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $979 | $1,680-41.8% | $2,370-58.7% | $2,281-57.1% |
| Participant deferral / active EE | $2,426 | $2,856-15.1% | $3,550-31.7% | $3,203-24.3% |
| Admin fee / account holder | $6,395 | $4,261+50.1% | $5,586+14.5% | $4,296+48.9% |