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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 | $54,125 | $86,949-37.8% | $102,460-47.2% | $80,959-33.1% |
| Participation rate | 78.8% | 72.4%+6.4pp | 76.5%+2.3pp | 67.7%+11.1pp |
| Annual return | 12.17% | 18.89%-6.7pp | 29.47%-17.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,475 | $2,370-37.8% | $3,025-51.3% | $2,757-46.5% |
| Participant deferral / active EE | $2,940 | $4,121-28.7% | $5,056-41.9% | $4,300-31.6% |
| Admin fee / account holder | $3,269 | $8,048-59.4% | $9,460-65.4% | $6,925-52.8% |