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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 | $42,402 | $77,472-45.3% | $100,415-57.8% | $80,959-47.6% |
| Participation rate | 70.5% | 76.9%-6.4pp | 81.5%-11.0pp | 67.7%+2.9pp |
| Annual return | 14.85% | 37.26%-22.4pp | 49.47%-34.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $1,964 | $2,800-29.9% | $3,943-50.2% | $2,757-28.8% |
| Participant deferral / active EE | $3,212 | $6,818-52.9% | $8,091-60.3% | $4,300-25.3% |
| Admin fee / account holder | $6,803 | $5,885+15.6% | $7,906-13.9% | $6,925-1.8% |