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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 | $46,875 | $77,472-39.5% | $100,415-53.3% | $80,959-42.1% |
| Participation rate | 76.9% | 76.9%0pp | 81.5%-4.6pp | 67.7%+9.3pp |
| Annual return | 17.04% | 37.26%-20.2pp | 49.47%-32.4pp | 35.67%-18.6pp |
| Employer contribution / active EE | $1,833 | $2,800-34.5% | $3,943-53.5% | $2,757-33.5% |
| Participant deferral / active EE | $3,594 | $6,818-47.3% | $8,091-55.6% | $4,300-16.4% |
| Admin fee / account holder | $1,449 | $5,885-75.4% | $7,906-81.7% | $6,925-79.1% |