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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 | $53,765 | $64,010-16.0% | $108,359-50.4% | $64,340-16.4% |
| Participation rate | 72.2% | 49.4%+22.8pp | 70.1%+2.1pp | 55.2%+16.9pp |
| Annual return | 29.91% | 19.74%+10.2pp | 36.89%-7.0pp | 24.14%+5.8pp |
| Employer contribution / active EE | $484 | $1,029-53.0% | $2,399-79.8% | $1,862-74.0% |
| Participant deferral / active EE | $3,466 | $2,395+44.7% | $4,137-16.2% | $2,980+16.3% |
| Admin fee / account holder | $2,968 | $4,885-39.2% | $9,741-69.5% | $3,703-19.8% |