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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 | $57,043 | $94,436-39.6% | $115,599-50.7% | $82,637-31.0% |
| Participation rate | 84.8% | 70.4%+14.4pp | 74.3%+10.5pp | 68.1%+16.8pp |
| Annual return | 14.36% | 18.37%-4.0pp | 111.10%-96.7pp | 53.51%-39.1pp |
| Employer contribution / active EE | $754 | $2,324-67.6% | $2,955-74.5% | $2,552-70.5% |
| Participant deferral / active EE | $2,829 | $3,955-28.5% | $4,889-42.1% | $4,126-31.4% |
| Admin fee / account holder | $3,858 | $10,328-62.6% | $12,841-70.0% | $7,339-47.4% |