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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 | $46,662 | $48,076-2.9% | $78,690-40.7% | $62,891-25.8% |
| Participation rate | 75.7% | 65.2%+10.5pp | 73.6%+2.2pp | 69.3%+6.4pp |
| Annual return | 4.80% | 31.35%-26.6pp | 62.18%-57.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $2,196 | $2,015+9.0% | $2,851-23.0% | $2,281-3.7% |
| Participant deferral / active EE | $841 | $2,588-67.5% | $3,517-76.1% | $3,203-73.7% |
| Admin fee / account holder | $691 | $3,207-78.5% | $4,511-84.7% | $4,296-83.9% |