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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 | $51,664 | $56,894-9.2% | $84,753-39.0% | $62,881-17.8% |
| Participation rate | 80.6% | 68.5%+12.1pp | 76.6%+4.1pp | 69.3%+11.3pp |
| Annual return | 4.66% | 6.30%-1.6pp | 22.78%-18.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $796 | $2,400-66.8% | $3,574-77.7% | $2,281-65.1% |
| Participant deferral / active EE | $3,536 | $2,709+30.5% | $3,712-4.7% | $3,203+10.4% |
| Admin fee / account holder | $2,207 | $3,581-38.4% | $5,333-58.6% | $4,296-48.6% |