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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 | $45,288 | $72,273-37.3% | $101,275-55.3% | $79,856-43.3% |
| Participation rate | 77.8% | 68.5%+9.3pp | 75.8%+2.0pp | 69.6%+8.1pp |
| Annual return | 12.71% | 22.30%-9.6pp | 46.48%-33.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,474 | $2,691-45.2% | $3,660-59.7% | $2,471-40.4% |
| Participant deferral / active EE | $2,512 | $3,282-23.4% | $4,371-42.5% | $3,741-32.8% |
| Admin fee / account holder | $549 | $4,401-87.5% | $5,948-90.8% | $5,306-89.6% |