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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 | $52,843 | $77,472-31.8% | $100,415-47.4% | $80,959-34.7% |
| Participation rate | 82.6% | 76.9%+5.7pp | 81.5%+1.1pp | 67.7%+14.9pp |
| Annual return | 19.50% | 37.26%-17.8pp | 49.47%-30.0pp | 35.67%-16.2pp |
| Employer contribution / active EE | $1,022 | $2,800-63.5% | $3,943-74.1% | $2,757-62.9% |
| Participant deferral / active EE | $9,048 | $6,818+32.7% | $8,091+11.8% | $4,300+110.4% |
| Admin fee / account holder | $11,172 | $5,885+89.8% | $7,906+41.3% | $6,925+61.3% |