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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 | $44,255 | $88,707-50.1% | $74,184-40.3% | $273,972-83.8% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | 7.61% | 11.94%-4.3pp | 17.74%-10.1pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,345 | $3,159-57.4% | $2,370-43.3% | $4,869-72.4% |
| Participant deferral / active EE | $2,360 | $4,212-44.0% | $3,550-33.5% | $5,287-55.4% |
| Admin fee / account holder | $1,769 | $8,717-79.7% | $5,586-68.3% | $10,133-82.5% |