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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 | $45,752 | $88,707-48.4% | $74,184-38.3% | $273,972-83.3% |
| Participation rate | 93.3% | 79.4%+13.9pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 4.84% | 11.94%-7.1pp | 17.74%-12.9pp | 41.46%-36.6pp |
| Employer contribution / active EE | $2,645 | $3,159-16.3% | $2,370+11.6% | $4,869-45.7% |
| Participant deferral / active EE | $3,695 | $4,212-12.3% | $3,550+4.1% | $5,287-30.1% |
| Admin fee / account holder | $24,875 | $8,717+185.4% | $5,586+345.3% | $10,133+145.5% |