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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 | $81,487-33.1% | $102,412-46.7% | $80,935-32.6% |
| Participation rate | 70.0% | 66.8%+3.2pp | 74.5%-4.5pp | 67.7%+2.3pp |
| Annual return | 18.25% | 25.60%-7.3pp | 24.94%-6.7pp | 35.66%-17.4pp |
| Employer contribution / active EE | $1,257 | $3,103-59.5% | $3,870-67.5% | $2,757-54.4% |
| Participant deferral / active EE | $1,943 | $3,871-49.8% | $5,060-61.6% | $4,299-54.8% |
| Admin fee / account holder | $2,466 | $6,717-63.3% | $8,388-70.6% | $6,924-64.4% |