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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 | $49,519 | $64,359-23.1% | $90,161-45.1% | $70,126-29.4% |
| Participation rate | 94.7% | 70.4%+24.3pp | 76.9%+17.9pp | 69.5%+25.2pp |
| Annual return | 21.35% | 28.13%-6.8pp | 34.89%-13.5pp | 73.15%-51.8pp |
| Employer contribution / active EE | $594 | $2,046-70.9% | $3,318-82.1% | $2,343-74.6% |
| Participant deferral / active EE | $4,277 | $4,389-2.6% | $5,287-19.1% | $3,332+28.4% |
| Admin fee / account holder | $2,030 | $3,945-48.5% | $5,943-65.8% | $4,645-56.3% |