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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 | $46,919 | $138,393-66.1% | $184,256-74.5% | $80,959-42.0% |
| Participation rate | 83.3% | 83.9%-0.6pp | 86.8%-3.5pp | 67.7%+15.7pp |
| Annual return | 11.89% | 20.01%-8.1pp | 28.85%-17.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,705 | $4,847-64.8% | $6,427-73.5% | $2,757-38.1% |
| Participant deferral / active EE | $3,479 | $7,076-50.8% | $9,133-61.9% | $4,300-19.1% |
| Admin fee / account holder | $1,929 | $10,489-81.6% | $13,899-86.1% | $6,925-72.1% |