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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 | $46,449 | $45,050+3.1% | $63,018-26.3% | $70,126-33.8% |
| Participation rate | 84.8% | 69.5%+15.3pp | 74.8%+10.0pp | 69.5%+15.3pp |
| Annual return | 14.31% | 18.76%-4.4pp | 87.62%-73.3pp | 73.15%-58.8pp |
| Employer contribution / active EE | $2,109 | $2,052+2.8% | $2,761-23.6% | $2,343-9.9% |
| Participant deferral / active EE | $2,020 | $2,466-18.1% | $3,330-39.3% | $3,332-39.4% |
| Admin fee / account holder | $841 | $2,834-70.3% | $3,601-76.6% | $4,645-81.9% |