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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 | $77,358-21.6% | $102,184-40.7% | $87,485-30.7% |
| Participation rate | 73.8% | 78.7%-4.8pp | 82.6%-8.7pp | 68.9%+4.9pp |
| Annual return | 25.48% | 41.11%-15.6pp | 31.58%-6.1pp | 26.06%-0.6pp |
| Employer contribution / active EE | $660 | $2,562-74.2% | $3,594-81.6% | $2,596-74.6% |
| Participant deferral / active EE | $10,404 | $6,753+54.1% | $8,309+25.2% | $4,274+143.5% |
| Admin fee / account holder | $8,946 | $6,809+31.4% | $11,609-22.9% | $7,775+15.1% |