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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 | $43,586 | $83,485-47.8% | $125,192-65.2% | $72,975-40.3% |
| Participation rate | 86.7% | 73.3%+13.4pp | 79.8%+6.9pp | 69.5%+17.2pp |
| Annual return | 26.48% | 25.77%+0.7pp | 43.79%-17.3pp | 81.01%-54.5pp |
| Employer contribution / active EE | $643 | $2,346-72.6% | $3,866-83.4% | $2,440-73.6% |
| Participant deferral / active EE | $5,300 | $3,586+47.8% | $4,937+7.3% | $3,608+46.9% |
| Admin fee / account holder | $3,687 | $5,518-33.2% | $9,704-62.0% | $5,124-28.0% |