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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 | $49,489 | $88,707-44.2% | $74,184-33.3% | $273,972-81.9% |
| Participation rate | 82.4% | 79.4%+2.9pp | 76.6%+5.7pp | 83.0%-0.7pp |
| Annual return | 4.71% | 11.94%-7.2pp | 17.74%-13.0pp | 41.46%-36.7pp |
| Employer contribution / active EE | $760 | $3,159-76.0% | $2,370-67.9% | $4,869-84.4% |
| Participant deferral / active EE | $2,077 | $4,212-50.7% | $3,550-41.5% | $5,287-60.7% |
| Admin fee / account holder | $4,372 | $8,717-49.8% | $5,586-21.7% | $10,133-56.9% |