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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 | $46,829 | $55,684-15.9% | $75,900-38.3% | $72,976-35.8% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.3%+10.7pp | 69.5%+10.5pp |
| Annual return | 22.71% | 27.60%-4.9pp | 30.73%-8.0pp | 81.02%-58.3pp |
| Employer contribution / active EE | $1,707 | $1,687+1.2% | $2,501-31.8% | $2,440-30.1% |
| Participant deferral / active EE | $1,745 | $2,634-33.7% | $3,604-51.6% | $3,608-51.6% |
| Admin fee / account holder | $678 | $3,981-83.0% | $5,421-87.5% | $5,124-86.8% |