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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 | $49,554 | $67,606-26.7% | $82,313-39.8% | $70,124-29.3% |
| Participation rate | 72.5% | 72.8%-0.3pp | 76.9%-4.4pp | 69.5%+3.0pp |
| Annual return | 14.05% | 21.57%-7.5pp | 25.88%-11.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $837 | $1,755-52.3% | $2,428-65.5% | $2,342-64.3% |
| Participant deferral / active EE | $2,110 | $2,987-29.4% | $3,706-43.1% | $3,332-36.7% |
| Admin fee / account holder | $833 | $4,512-81.5% | $5,608-85.1% | $4,645-82.1% |