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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 | $50,107 | $76,551-34.5% | $123,894-59.6% | $62,881-20.3% |
| Participation rate | 79.5% | 73.0%+6.6pp | 81.4%-1.9pp | 69.3%+10.2pp |
| Annual return | 11.24% | 18.68%-7.4pp | 47.52%-36.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $685 | $2,882-76.2% | $4,617-85.2% | $2,281-69.9% |
| Participant deferral / active EE | $4,119 | $4,840-14.9% | $5,984-31.2% | $3,203+28.6% |
| Admin fee / account holder | $3,093 | $4,826-35.9% | $8,357-63.0% | $4,296-28.0% |