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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 | $48,703 | $121,671-60.0% | $211,142-76.9% | $64,340-24.3% |
| Participation rate | 74.0% | 76.5%-2.5pp | 87.3%-13.3pp | 55.2%+18.8pp |
| Annual return | 19.24% | 21.43%-2.2pp | 46.84%-27.6pp | 24.14%-4.9pp |
| Employer contribution / active EE | $1,283 | $4,066-68.4% | $6,442-80.1% | $1,862-31.1% |
| Participant deferral / active EE | $4,181 | $6,049-30.9% | $9,284-55.0% | $2,980+40.3% |
| Admin fee / account holder | $2,393 | $4,774-49.9% | $19,076-87.5% | $3,703-35.4% |