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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 | $45,462 | $55,713-18.4% | $75,901-40.1% | $72,975-37.7% |
| Participation rate | 72.0% | 61.1%+10.9pp | 69.3%+2.7pp | 69.5%+2.5pp |
| Annual return | 19.22% | 27.60%-8.4pp | 30.76%-11.5pp | 81.01%-61.8pp |
| Employer contribution / active EE | $554 | $1,687-67.2% | $2,501-77.9% | $2,440-77.3% |
| Participant deferral / active EE | $2,580 | $2,634-2.0% | $3,603-28.4% | $3,608-28.5% |
| Admin fee / account holder | $3,400 | $3,980-14.6% | $5,420-37.3% | $5,124-33.6% |