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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 | $51,224 | $69,977-26.8% | $108,582-52.8% | $62,881-18.5% |
| Participation rate | 74.1% | 72.9%+1.2pp | 79.6%-5.5pp | 69.3%+4.8pp |
| Annual return | 5.09% | 10.73%-5.6pp | -51.70%+56.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $941 | $2,135-55.9% | $3,758-75.0% | $2,281-58.8% |
| Participant deferral / active EE | $1,910 | $3,165-39.7% | $4,311-55.7% | $3,203-40.4% |
| Admin fee / account holder | $4,113 | $5,076-19.0% | $7,645-46.2% | $4,296-4.3% |