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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 | $45,149 | $65,364-30.9% | $92,909-51.4% | $72,975-38.1% |
| Participation rate | 86.5% | 68.3%+18.2pp | 76.0%+10.5pp | 69.5%+17.0pp |
| Annual return | 24.08% | 42.11%-18.0pp | 109.44%-85.4pp | 81.01%-56.9pp |
| Employer contribution / active EE | $802 | $2,594-69.1% | $3,653-78.0% | $2,440-67.1% |
| Participant deferral / active EE | $5,483 | $3,128+75.3% | $4,238+29.4% | $3,608+52.0% |
| Admin fee / account holder | $1,093 | $4,251-74.3% | $5,795-81.1% | $5,124-78.7% |