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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 | $57,043 | $94,031-39.3% | $115,768-50.7% | $82,448-30.8% |
| Participation rate | 84.8% | 70.4%+14.4pp | 74.4%+10.4pp | 68.1%+16.7pp |
| Annual return | 14.36% | 20.61%-6.2pp | 100.46%-86.1pp | 41.64%-27.3pp |
| Employer contribution / active EE | $754 | $2,323-67.6% | $2,940-74.4% | $2,551-70.5% |
| Participant deferral / active EE | $2,829 | $3,972-28.8% | $4,917-42.5% | $4,139-31.7% |
| Admin fee / account holder | $3,858 | $10,249-62.4% | $12,439-69.0% | $7,234-46.7% |