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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 | $49,489 | $83,485-40.7% | $125,195-60.5% | $72,976-32.2% |
| Participation rate | 80.3% | 73.3%+7.0pp | 79.8%+0.5pp | 69.5%+10.8pp |
| Annual return | 23.85% | 25.77%-1.9pp | 43.79%-19.9pp | 81.02%-57.2pp |
| Employer contribution / active EE | $1,688 | $2,346-28.0% | $3,866-56.3% | $2,440-30.8% |
| Participant deferral / active EE | $3,359 | $3,586-6.3% | $4,937-32.0% | $3,608-6.9% |
| Admin fee / account holder | $3,112 | $5,518-43.6% | $9,704-67.9% | $5,124-39.3% |