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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 | $54,546 | $81,457-33.0% | $103,378-47.2% | $80,911-32.6% |
| Participation rate | 70.0% | 66.8%+3.2pp | 74.5%-4.5pp | 67.6%+2.4pp |
| Annual return | 18.25% | 25.58%-7.3pp | 24.91%-6.7pp | 35.63%-17.4pp |
| Employer contribution / active EE | $1,257 | $3,107-59.5% | $3,870-67.5% | $2,756-54.4% |
| Participant deferral / active EE | $1,943 | $3,871-49.8% | $5,058-61.6% | $4,297-54.8% |
| Admin fee / account holder | $2,466 | $6,717-63.3% | $8,401-70.6% | $6,935-64.4% |