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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 | $47,311 | $77,472-38.9% | $100,392-52.9% | $80,935-41.5% |
| Participation rate | 70.4% | 76.9%-6.5pp | 81.5%-11.1pp | 67.7%+2.8pp |
| Annual return | 19.30% | 37.26%-18.0pp | 49.45%-30.2pp | 35.66%-16.4pp |
| Employer contribution / active EE | $626 | $2,800-77.7% | $3,941-84.1% | $2,757-77.3% |
| Participant deferral / active EE | $8,656 | $6,818+27.0% | $8,090+7.0% | $4,299+101.3% |
| Admin fee / account holder | $1,218 | $5,885-79.3% | $7,904-84.6% | $6,924-82.4% |