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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 | $47,785 | $76,551-37.6% | $123,894-61.4% | $62,881-24.0% |
| Participation rate | 78.2% | 73.0%+5.2pp | 81.4%-3.2pp | 69.3%+8.9pp |
| Annual return | 6.21% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $982 | $2,882-65.9% | $4,617-78.7% | $2,281-57.0% |
| Participant deferral / active EE | $2,961 | $4,840-38.8% | $5,984-50.5% | $3,203-7.6% |
| Admin fee / account holder | $547 | $4,826-88.7% | $8,357-93.5% | $4,296-87.3% |