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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 | $49,654 | $105,623-53.0% | $87,502-43.3% | $273,972-81.9% |
| Participation rate | 90.0% | 78.2%+11.8pp | 73.8%+16.2pp | 83.0%+7.0pp |
| Annual return | 5.07% | 12.26%-7.2pp | 12.21%-7.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,400 | $3,141-55.4% | $2,550-45.1% | $4,869-71.2% |
| Participant deferral / active EE | $2,750 | $3,601-23.6% | $3,149-12.7% | $5,287-48.0% |
| Admin fee / account holder | $4,898 | $4,781+2.4% | $4,221+16.0% | $10,133-51.7% |