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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 | $52,432 | $108,825-51.8% | $156,181-66.4% | $82,448-36.4% |
| Participation rate | 88.2% | 72.4%+15.9pp | 78.8%+9.4pp | 68.1%+20.2pp |
| Annual return | 13.56% | 20.59%-7.0pp | 64.87%-51.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $824 | $2,870-71.3% | $4,294-80.8% | $2,551-67.7% |
| Participant deferral / active EE | $4,776 | $4,577+4.3% | $6,132-22.1% | $4,139+15.4% |
| Admin fee / account holder | $6,642 | $9,341-28.9% | $14,586-54.5% | $7,234-8.2% |