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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 | $54,728 | $56,544-3.2% | $75,501-27.5% | $70,126-22.0% |
| Participation rate | 71.7% | 68.1%+3.5pp | 72.4%-0.7pp | 69.5%+2.1pp |
| Annual return | 18.55% | 23.59%-5.0pp | 27.35%-8.8pp | 73.15%-54.6pp |
| Employer contribution / active EE | $636 | $1,817-65.0% | $2,352-72.9% | $2,343-72.8% |
| Participant deferral / active EE | $2,385 | $2,580-7.6% | $3,142-24.1% | $3,332-28.4% |
| Admin fee / account holder | $9,038 | $3,827+136.2% | $5,801+55.8% | $4,645+94.6% |