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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 | $46,026 | $90,400-49.1% | $186,193-75.3% | $87,485-47.4% |
| Participation rate | 81.0% | 66.2%+14.8pp | 77.1%+3.8pp | 68.9%+12.0pp |
| Annual return | 14.39% | 22.15%-7.8pp | 78.03%-63.6pp | 26.06%-11.7pp |
| Employer contribution / active EE | $2,130 | $2,170-1.9% | $3,918-45.6% | $2,596-18.0% |
| Participant deferral / active EE | $2,614 | $4,330-39.6% | $6,513-59.9% | $4,274-38.8% |
| Admin fee / account holder | $1,580 | $8,673-81.8% | $11,058-85.7% | $7,775-79.7% |