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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 | $54,011 | $83,485-35.3% | $125,195-56.9% | $72,976-26.0% |
| Participation rate | 83.0% | 73.3%+9.7pp | 79.8%+3.2pp | 69.5%+13.5pp |
| Annual return | 20.74% | 25.77%-5.0pp | 43.79%-23.0pp | 81.02%-60.3pp |
| Employer contribution / active EE | $721 | $2,346-69.3% | $3,866-81.4% | $2,440-70.5% |
| Participant deferral / active EE | $4,124 | $3,586+15.0% | $4,937-16.5% | $3,608+14.3% |
| Admin fee / account holder | $723 | $5,518-86.9% | $9,704-92.5% | $5,124-85.9% |