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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 | $52,837 | $138,393-61.8% | $184,256-71.3% | $80,959-34.7% |
| Participation rate | 81.8% | 83.9%-2.1pp | 86.8%-5.0pp | 67.7%+14.2pp |
| Annual return | 17.59% | 20.01%-2.4pp | 28.85%-11.3pp | 35.67%-18.1pp |
| Employer contribution / active EE | $1,558 | $4,847-67.9% | $6,427-75.8% | $2,757-43.5% |
| Participant deferral / active EE | $4,426 | $7,076-37.5% | $9,133-51.5% | $4,300+2.9% |
| Admin fee / account holder | $5,116 | $10,489-51.2% | $13,899-63.2% | $6,925-26.1% |