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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 | $48,302 | $67,602-28.5% | $82,312-41.3% | $70,126-31.1% |
| Participation rate | 76.7% | 72.8%+3.9pp | 76.9%-0.2pp | 69.5%+7.1pp |
| Annual return | 18.36% | 21.57%-3.2pp | 25.88%-7.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $500 | $1,755-71.5% | $2,428-79.4% | $2,343-78.7% |
| Participant deferral / active EE | $4,129 | $2,987+38.2% | $3,706+11.4% | $3,332+23.9% |
| Admin fee / account holder | $939 | $4,512-79.2% | $5,608-83.3% | $4,645-79.8% |