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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 | $47,122 | $99,345-52.6% | $84,753-44.4% | $273,972-82.8% |
| Participation rate | 82.6% | 80.7%+1.9pp | 76.6%+6.0pp | 83.0%-0.4pp |
| Annual return | 5.82% | 22.93%-17.1pp | 22.78%-17.0pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,287 | $4,214-69.5% | $3,574-64.0% | $4,869-73.6% |
| Participant deferral / active EE | $2,919 | $4,270-31.6% | $3,712-21.4% | $5,287-44.8% |
| Admin fee / account holder | $3,337 | $6,645-49.8% | $5,333-37.4% | $10,133-67.1% |