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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 | $48,107 | $78,425-38.7% | $95,956-49.9% | $79,858-39.8% |
| Participation rate | 75.3% | 73.5%+1.9pp | 77.1%-1.7pp | 69.6%+5.7pp |
| Annual return | 15.77% | 19.37%-3.6pp | 91.63%-75.9pp | 31.72%-16.0pp |
| Employer contribution / active EE | $907 | $1,945-53.4% | $2,541-64.3% | $2,471-63.3% |
| Participant deferral / active EE | $2,668 | $3,440-22.4% | $4,167-36.0% | $3,740-28.7% |
| Admin fee / account holder | $3,181 | $5,622-43.4% | $6,797-53.2% | $5,306-40.1% |