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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 | $45,656 | $138,393-67.0% | $184,256-75.2% | $80,959-43.6% |
| Participation rate | 93.7% | 83.9%+9.8pp | 86.8%+6.8pp | 67.7%+26.0pp |
| Annual return | 15.59% | 20.01%-4.4pp | 28.85%-13.3pp | 35.67%-20.1pp |
| Employer contribution / active EE | $1,819 | $4,847-62.5% | $6,427-71.7% | $2,757-34.0% |
| Participant deferral / active EE | $7,015 | $7,076-0.9% | $9,133-23.2% | $4,300+63.1% |
| Admin fee / account holder | $1,389 | $10,489-86.8% | $13,899-90.0% | $6,925-80.0% |