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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 | $47,887 | $57,590-16.8% | $86,233-44.5% | $82,448-41.9% |
| Participation rate | 73.8% | 57.9%+15.9pp | 69.0%+4.7pp | 68.1%+5.7pp |
| Annual return | 19.02% | 22.41%-3.4pp | 61.39%-42.4pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,690 | $1,655+2.1% | $2,504-32.5% | $2,551-33.7% |
| Participant deferral / active EE | $3,316 | $3,080+7.7% | $4,559-27.3% | $4,139-19.9% |
| Admin fee / account holder | $2,482 | $4,730-47.5% | $8,342-70.2% | $7,234-65.7% |