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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 | $52,819 | $81,262-35.0% | $155,602-66.1% | $80,911-34.7% |
| Participation rate | 75.7% | 66.2%+9.4pp | 78.2%-2.5pp | 67.6%+8.0pp |
| Annual return | 16.51% | 33.34%-16.8pp | 64.81%-48.3pp | 35.63%-19.1pp |
| Employer contribution / active EE | $1,232 | $3,102-60.3% | $4,675-73.6% | $2,756-55.3% |
| Participant deferral / active EE | $3,578 | $3,451+3.7% | $5,629-36.4% | $4,297-16.7% |
| Admin fee / account holder | $939 | $7,992-88.2% | $15,923-94.1% | $6,935-86.5% |