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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 | $45,041+3.1% | $63,003-26.3% | $70,131-33.8% |
| Participation rate | 84.8% | 69.5%+15.3pp | 74.8%+10.0pp | 69.5%+15.3pp |
| Annual return | 14.31% | 18.76%-4.4pp | 87.59%-73.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $2,109 | $2,052+2.8% | $2,760-23.6% | $2,342-9.9% |
| Participant deferral / active EE | $2,020 | $2,465-18.1% | $3,329-39.3% | $3,332-39.4% |
| Admin fee / account holder | $841 | $2,836-70.3% | $3,600-76.6% | $4,645-81.9% |