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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 | $46,606 | $58,493-20.3% | $84,023-44.5% | $72,976-36.1% |
| Participation rate | 81.0% | 61.2%+19.8pp | 69.0%+12.0pp | 69.5%+11.5pp |
| Annual return | 18.61% | 28.93%-10.3pp | 71.32%-52.7pp | 81.02%-62.4pp |
| Employer contribution / active EE | $512 | $1,163-56.0% | $1,984-74.2% | $2,440-79.0% |
| Participant deferral / active EE | $2,333 | $2,394-2.5% | $3,239-28.0% | $3,608-35.3% |
| Admin fee / account holder | $805 | $4,569-82.4% | $6,102-86.8% | $5,124-84.3% |