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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 | $60,615 | $78,520-22.8% | $96,576-37.2% | $82,448-26.5% |
| Participation rate | 73.8% | 77.7%-3.9pp | 81.4%-7.6pp | 68.1%+5.8pp |
| Annual return | 25.48% | 41.30%-15.8pp | 38.47%-13.0pp | 41.64%-16.2pp |
| Employer contribution / active EE | $660 | $2,630-74.9% | $3,553-81.4% | $2,551-74.1% |
| Participant deferral / active EE | $10,404 | $6,754+54.0% | $7,956+30.8% | $4,139+151.4% |
| Admin fee / account holder | $8,946 | $13,455-33.5% | $11,381-21.4% | $7,234+23.7% |