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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 | $56,519 | $95,453-40.8% | $112,040-49.6% | $82,448-31.4% |
| Participation rate | 72.2% | 72.8%-0.5pp | 76.5%-4.3pp | 68.1%+4.2pp |
| Annual return | 12.54% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $872 | $2,318-62.4% | $2,954-70.5% | $2,551-65.8% |
| Participant deferral / active EE | $2,327 | $4,224-44.9% | $5,098-54.4% | $4,139-43.8% |
| Admin fee / account holder | $13,862 | $9,013+53.8% | $12,098+14.6% | $7,234+91.6% |