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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 | $57,549 | $58,493-1.6% | $84,021-31.5% | $72,975-21.1% |
| Participation rate | 84.9% | 61.2%+23.7pp | 69.0%+15.9pp | 69.5%+15.5pp |
| Annual return | 17.38% | 28.93%-11.6pp | 71.32%-53.9pp | 81.01%-63.6pp |
| Employer contribution / active EE | $487 | $1,163-58.1% | $1,984-75.4% | $2,440-80.0% |
| Participant deferral / active EE | $3,248 | $2,394+35.7% | $3,239+0.3% | $3,608-10.0% |
| Admin fee / account holder | $8,730 | $4,569+91.1% | $6,102+43.1% | $5,124+70.4% |