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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 | $47,411 | $63,365-25.2% | $91,994-48.5% | $72,975-35.0% |
| Participation rate | 77.5% | 72.5%+5.0pp | 78.6%-1.1pp | 69.5%+8.0pp |
| Annual return | 26.18% | 35.35%-9.2pp | 69.04%-42.9pp | 81.01%-54.8pp |
| Employer contribution / active EE | $1,118 | $2,116-47.2% | $3,453-67.6% | $2,440-54.2% |
| Participant deferral / active EE | $4,097 | $4,883-16.1% | $5,924-30.8% | $3,608+13.6% |
| Admin fee / account holder | $986 | $4,670-78.9% | $7,744-87.3% | $5,124-80.8% |