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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 | $43,251 | $56,054-22.8% | $171,082-74.7% | $62,881-31.2% |
| Participation rate | 71.4% | 62.9%+8.6pp | 76.7%-5.3pp | 69.3%+2.1pp |
| Annual return | 7.28% | 22.52%-15.2pp | 32.56%-25.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,057 | $1,731+18.8% | $4,002-48.6% | $2,281-9.8% |
| Participant deferral / active EE | $4,425 | $3,158+40.1% | $4,797-7.8% | $3,203+38.1% |
| Admin fee / account holder | $7,141 | $3,647+95.8% | $8,520-16.2% | $4,296+66.2% |