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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 | $47,276 | $72,269-34.6% | $101,271-53.3% | $79,852-40.8% |
| Participation rate | 86.5% | 68.5%+18.0pp | 75.8%+10.7pp | 69.6%+16.8pp |
| Annual return | 14.08% | 22.29%-8.2pp | 46.48%-32.4pp | 31.72%-17.6pp |
| Employer contribution / active EE | $873 | $2,692-67.6% | $3,660-76.1% | $2,471-64.7% |
| Participant deferral / active EE | $3,408 | $3,282+3.9% | $4,371-22.0% | $3,740-8.9% |
| Admin fee / account holder | $507 | $4,401-88.5% | $5,948-91.5% | $5,306-90.4% |