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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 | $44,542 | $69,977-36.3% | $108,582-59.0% | $62,881-29.2% |
| Participation rate | 84.2% | 72.9%+11.3pp | 79.6%+4.6pp | 69.3%+14.9pp |
| Annual return | 7.54% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,604 | $2,135-24.9% | $3,758-57.3% | $2,281-29.7% |
| Participant deferral / active EE | $2,219 | $3,165-29.9% | $4,311-48.5% | $3,203-30.7% |
| Admin fee / account holder | $612 | $5,076-87.9% | $7,645-92.0% | $4,296-85.7% |