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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 | $45,180 | $72,486-37.7% | $87,103-48.1% | $72,976-38.1% |
| Participation rate | 70.5% | 72.8%-2.4pp | 76.9%-6.4pp | 69.5%+1.0pp |
| Annual return | 22.08% | 24.46%-2.4pp | 28.19%-6.1pp | 81.02%-58.9pp |
| Employer contribution / active EE | $731 | $1,894-61.4% | $2,521-71.0% | $2,440-70.0% |
| Participant deferral / active EE | $4,969 | $3,270+52.0% | $4,049+22.7% | $3,608+37.7% |
| Admin fee / account holder | $2,368 | $5,055-53.1% | $7,491-68.4% | $5,124-53.8% |