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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 | $42,266 | $49,249-14.2% | $70,476-40.0% | $79,852-47.1% |
| Participation rate | 73.7% | 69.2%+4.5pp | 75.1%-1.4pp | 69.6%+4.0pp |
| Annual return | 7.40% | 30.09%-22.7pp | 109.12%-101.7pp | 31.72%-24.3pp |
| Employer contribution / active EE | $963 | $2,100-54.1% | $2,738-64.8% | $2,471-61.0% |
| Participant deferral / active EE | $2,397 | $2,769-13.4% | $3,710-35.4% | $3,740-35.9% |
| Admin fee / account holder | $1,578 | $2,878-45.2% | $3,847-59.0% | $5,306-70.3% |