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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 | $40,432 | $95,404-57.6% | $113,397-64.3% | $82,637-51.1% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 15.16% | 19.08%-3.9pp | 23.20%-8.0pp | 53.51%-38.3pp |
| Employer contribution / active EE | $1,751 | $2,307-24.1% | $2,977-41.2% | $2,552-31.4% |
| Participant deferral / active EE | $3,647 | $4,220-13.6% | $5,076-28.2% | $4,126-11.6% |
| Admin fee / account holder | $4,810 | $9,168-47.5% | $11,957-59.8% | $7,339-34.5% |