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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 | $45,179 | $95,404-52.6% | $113,397-60.2% | $82,637-45.3% |
| Participation rate | 79.4% | 72.8%+6.6pp | 76.5%+2.9pp | 68.1%+11.4pp |
| Annual return | 13.69% | 19.08%-5.4pp | 23.20%-9.5pp | 53.51%-39.8pp |
| Employer contribution / active EE | $845 | $2,307-63.4% | $2,977-71.6% | $2,552-66.9% |
| Participant deferral / active EE | $3,094 | $4,220-26.7% | $5,076-39.0% | $4,126-25.0% |
| Admin fee / account holder | $22,157 | $9,168+141.7% | $11,957+85.3% | $7,339+201.9% |