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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 | $47,443 | $76,407-37.9% | $150,298-68.4% | $82,448-42.5% |
| Participation rate | 74.2% | 66.4%+7.8pp | 77.8%-3.5pp | 68.1%+6.2pp |
| Annual return | 15.95% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $965 | $2,614-63.1% | $4,154-76.8% | $2,551-62.2% |
| Participant deferral / active EE | $3,057 | $3,214-4.9% | $5,453-43.9% | $4,139-26.2% |
| Admin fee / account holder | $1,371 | $6,352-78.4% | $14,116-90.3% | $7,234-81.1% |