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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 | $52,429 | $72,027-27.2% | $185,861-71.8% | $79,856-34.3% |
| Participation rate | 80.0% | 65.8%+14.2pp | 78.0%+2.0pp | 69.6%+10.4pp |
| Annual return | 12.10% | 23.13%-11.0pp | 35.96%-23.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,494 | $1,965-24.0% | $4,088-63.5% | $2,471-39.6% |
| Participant deferral / active EE | $1,958 | $3,780-48.2% | $5,634-65.2% | $3,741-47.7% |
| Admin fee / account holder | $1,863 | $4,513-58.7% | $9,503-80.4% | $5,306-64.9% |