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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 | $48,294 | $48,364-0.1% | $71,796-32.7% | $62,881-23.2% |
| Participation rate | 72.2% | 60.6%+11.6pp | 69.1%+3.1pp | 69.3%+2.9pp |
| Annual return | 9.34% | 13.16%-3.8pp | 78.04%-68.7pp | 20.14%-10.8pp |
| Employer contribution / active EE | $857 | $1,042-17.7% | $1,924-55.5% | $2,281-62.4% |
| Participant deferral / active EE | $3,258 | $2,091+55.8% | $2,794+16.6% | $3,203+1.7% |
| Admin fee / account holder | $1,214 | $3,771-67.8% | $4,815-74.8% | $4,296-71.7% |