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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 | $95,453-61.7% | $112,040-67.4% | $82,448-55.6% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 20.75% | 23.92%-3.2pp | 24.52%-3.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $950 | $2,318-59.0% | $2,954-67.8% | $2,551-62.7% |
| Participant deferral / active EE | $2,989 | $4,224-29.2% | $5,098-41.4% | $4,139-27.8% |
| Admin fee / account holder | $2,485 | $9,013-72.4% | $12,098-79.5% | $7,234-65.6% |