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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 | $44,857 | $123,793-63.8% | $177,840-74.8% | $79,852-43.8% |
| Participation rate | 73.1% | 84.7%-11.6pp | 87.7%-14.6pp | 69.6%+3.4pp |
| Annual return | 16.47% | 22.82%-6.3pp | 48.32%-31.9pp | 31.72%-15.2pp |
| Employer contribution / active EE | $1,989 | $4,095-51.4% | $5,919-66.4% | $2,471-19.5% |
| Participant deferral / active EE | $5,296 | $5,956-11.1% | $7,714-31.3% | $3,740+41.6% |
| Admin fee / account holder | $4,853 | $7,243-33.0% | $12,431-61.0% | $5,306-8.5% |