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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 | $46,691 | $104,650-55.4% | $83,854-44.3% | $155,188-69.9% |
| Participation rate | 75.0% | 65.1%+9.9pp | 59.1%+15.9pp | 80.8%-5.8pp |
| Annual return | 13.55% | 28.97%-15.4pp | 31.39%-17.8pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,746 | $1,196+45.9% | $1,017+71.6% | $4,248-58.9% |
| Participant deferral / active EE | $2,046 | $2,367-13.6% | $2,035+0.5% | $6,531-68.7% |
| Admin fee / account holder | $513 | $3,518-85.4% | $3,197-84.0% | $14,480-96.5% |