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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 | $52,911 | $76,551-30.9% | $123,894-57.3% | $62,881-15.9% |
| Participation rate | 78.4% | 73.0%+5.4pp | 81.4%-3.0pp | 69.3%+9.1pp |
| Annual return | 7.85% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $692 | $2,882-76.0% | $4,617-85.0% | $2,281-69.7% |
| Participant deferral / active EE | $4,646 | $4,840-4.0% | $5,984-22.4% | $3,203+45.1% |
| Admin fee / account holder | $953 | $4,826-80.3% | $8,357-88.6% | $4,296-77.8% |