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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 | $46,149 | $99,345-53.5% | $84,753-45.5% | $273,972-83.2% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 3.90% | 22.93%-19.0pp | 22.78%-18.9pp | 41.46%-37.6pp |
| Employer contribution / active EE | $948 | $4,214-77.5% | $3,574-73.5% | $4,869-80.5% |
| Participant deferral / active EE | $2,534 | $4,270-40.6% | $3,712-31.7% | $5,287-52.1% |
| Admin fee / account holder | $6,370 | $6,645-4.1% | $5,333+19.4% | $10,133-37.1% |