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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 | $55,002 | $77,962-29.4% | $178,540-69.2% | $80,935-32.0% |
| Participation rate | 87.5% | 65.7%+21.8pp | 77.1%+10.4pp | 67.7%+19.8pp |
| Annual return | 10.90% | 18.10%-7.2pp | 27.15%-16.2pp | 35.66%-24.8pp |
| Employer contribution / active EE | $1,546 | $2,280-32.2% | $3,953-60.9% | $2,757-43.9% |
| Participant deferral / active EE | $3,488 | $4,404-20.8% | $6,281-44.5% | $4,299-18.9% |
| Admin fee / account holder | $1,107 | $7,156-84.5% | $10,424-89.4% | $6,924-84.0% |