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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 | $44,371 | $151,427-70.7% | $112,860-60.7% | $154,746-71.3% |
| Participation rate | 73.3% | 69.1%+4.2pp | 66.3%+7.0pp | 80.7%-7.4pp |
| Annual return | 15.35% | 30.95%-15.6pp | 35.26%-19.9pp | 172.34%-157.0pp |
| Employer contribution / active EE | $631 | $2,750-77.0% | $2,206-71.4% | $4,379-85.6% |
| Participant deferral / active EE | $1,677 | $4,285-60.9% | $3,493-52.0% | $6,730-75.1% |
| Admin fee / account holder | $3,445 | $7,369-53.3% | $6,841-49.6% | $14,365-76.0% |