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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 | $47,998 | $79,961-40.0% | $98,462-51.3% | $75,177-36.2% |
| Participation rate | 70.8% | 70.4%+0.5pp | 75.2%-4.3pp | 67.2%+3.6pp |
| Annual return | 13.76% | 19.75%-6.0pp | 21.17%-7.4pp | 160.75%-147.0pp |
| Employer contribution / active EE | $698 | $2,264-69.2% | $3,049-77.1% | $2,671-73.9% |
| Participant deferral / active EE | $3,551 | $3,753-5.4% | $4,738-25.1% | $4,126-13.9% |
| Admin fee / account holder | $3,774 | $6,842-44.8% | $8,875-57.5% | $5,651-33.2% |