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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 | $36,568 | $97,550-62.5% | $120,344-69.6% | $87,485-58.2% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.7%-1.7pp | 68.9%+6.1pp |
| Annual return | 20.75% | 18.41%+2.3pp | 20.30%+0.4pp | 26.06%-5.3pp |
| Employer contribution / active EE | $950 | $2,291-58.5% | $3,020-68.5% | $2,596-63.4% |
| Participant deferral / active EE | $2,989 | $4,230-29.3% | $5,135-41.8% | $4,274-30.1% |
| Admin fee / account holder | $2,485 | $9,543-74.0% | $12,742-80.5% | $7,775-68.0% |