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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 | $43,009 | $54,541-21.1% | $78,778-45.4% | $70,126-38.7% |
| Participation rate | 71.3% | 60.8%+10.5pp | 69.2%+2.1pp | 69.5%+1.7pp |
| Annual return | 18.62% | 21.07%-2.5pp | 35.62%-17.0pp | 73.15%-54.5pp |
| Employer contribution / active EE | $805 | $1,089-26.0% | $1,986-59.5% | $2,343-65.6% |
| Participant deferral / active EE | $2,778 | $2,210+25.7% | $2,958-6.1% | $3,332-16.6% |
| Admin fee / account holder | $5,181 | $3,709+39.7% | $5,134+0.9% | $4,645+11.5% |