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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 | $45,179 | $100,194-54.9% | $122,979-63.3% | $86,983-48.1% |
| Participation rate | 79.4% | 73.0%+6.4pp | 77.2%+2.2pp | 69.5%+9.9pp |
| Annual return | 13.69% | 16.47%-2.8pp | 20.12%-6.4pp | 25.83%-12.1pp |
| Employer contribution / active EE | $845 | $2,326-63.7% | $3,062-72.4% | $2,584-67.3% |
| Participant deferral / active EE | $3,094 | $4,133-25.1% | $5,003-38.2% | $4,194-26.2% |
| Admin fee / account holder | $22,157 | $10,148+118.3% | $12,864+72.2% | $7,856+182.0% |