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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 | $47,828 | $55,930-14.5% | $76,089-37.1% | $80,925-40.9% |
| Participation rate | 73.0% | 62.1%+11.0pp | 69.1%+3.9pp | 67.7%+5.4pp |
| Annual return | 11.86% | 20.58%-8.7pp | 360.94%-349.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $1,729 | $1,866-7.4% | $2,690-35.7% | $2,756-37.3% |
| Participant deferral / active EE | $2,973 | $3,051-2.5% | $4,259-30.2% | $4,299-30.8% |
| Admin fee / account holder | $4,831 | $5,241-7.8% | $6,418-24.7% | $6,940-30.4% |