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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 | $61,109 | $138,393-55.8% | $184,256-66.8% | $80,959-24.5% |
| Participation rate | 81.3% | 83.9%-2.6pp | 86.8%-5.6pp | 67.7%+13.6pp |
| Annual return | 19.74% | 20.01%-0.3pp | 28.85%-9.1pp | 35.67%-15.9pp |
| Employer contribution / active EE | $2,173 | $4,847-55.2% | $6,427-66.2% | $2,757-21.2% |
| Participant deferral / active EE | $4,425 | $7,076-37.5% | $9,133-51.6% | $4,300+2.9% |
| Admin fee / account holder | $311 | $10,489-97.0% | $13,899-97.8% | $6,925-95.5% |