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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 | $46,620 | $46,534+0.2% | $64,097-27.3% | $75,177-38.0% |
| Participation rate | 77.2% | 65.9%+11.3pp | 72.3%+4.9pp | 67.2%+10.0pp |
| Annual return | 15.94% | 26.07%-10.1pp | 33.75%-17.8pp | 160.75%-144.8pp |
| Employer contribution / active EE | $978 | $1,976-50.5% | $2,750-64.4% | $2,671-63.4% |
| Participant deferral / active EE | $4,053 | $2,835+43.0% | $3,881+4.4% | $4,126-1.8% |
| Admin fee / account holder | $1,363 | $2,957-53.9% | $3,070-55.6% | $5,651-75.9% |