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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 | $38,088 | $106,524-64.2% | $152,301-75.0% | $87,485-56.5% |
| Participation rate | 70.9% | 75.8%-4.8pp | 82.4%-11.5pp | 68.9%+2.0pp |
| Annual return | 19.71% | 26.89%-7.2pp | 80.50%-60.8pp | 26.06%-6.4pp |
| Employer contribution / active EE | $913 | $3,371-72.9% | $4,624-80.3% | $2,596-64.8% |
| Participant deferral / active EE | $2,739 | $6,525-58.0% | $8,004-65.8% | $4,274-35.9% |
| Admin fee / account holder | $561 | $8,287-93.2% | $14,398-96.1% | $7,775-92.8% |