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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 | $45,747 | $83,485-45.2% | $125,192-63.5% | $72,975-37.3% |
| Participation rate | 72.5% | 73.3%-0.8pp | 79.8%-7.3pp | 69.5%+3.0pp |
| Annual return | 27.26% | 25.77%+1.5pp | 43.79%-16.5pp | 81.01%-53.8pp |
| Employer contribution / active EE | $903 | $2,346-61.5% | $3,866-76.6% | $2,440-63.0% |
| Participant deferral / active EE | $2,896 | $3,586-19.2% | $4,937-41.3% | $3,608-19.7% |
| Admin fee / account holder | $1,622 | $5,518-70.6% | $9,704-83.3% | $5,124-68.3% |