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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 | $29,558 | $76,407-61.3% | $150,298-80.3% | $82,448-64.1% |
| Participation rate | 75.0% | 66.4%+8.6pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | 14.48% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $741 | $2,614-71.6% | $4,154-82.2% | $2,551-70.9% |
| Participant deferral / active EE | $3,281 | $3,214+2.1% | $5,453-39.8% | $4,139-20.7% |
| Admin fee / account holder | $3,306 | $6,352-48.0% | $14,116-76.6% | $7,234-54.3% |