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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 | $43,528 | $123,478-64.7% | $216,567-79.9% | $94,015-53.7% |
| Participation rate | 79.0% | 75.1%+3.9pp | 81.6%-2.6pp | 70.8%+8.2pp |
| Annual return | 15.93% | 23.61%-7.7pp | 12.94%+3.0pp | 17.84%-1.9pp |
| Employer contribution / active EE | $1,062 | $3,136-66.1% | $5,216-79.6% | $2,790-61.9% |
| Participant deferral / active EE | $3,575 | $4,556-21.5% | $6,191-42.2% | $4,249-15.9% |
| Admin fee / account holder | $4,519 | $12,753-64.6% | $21,981-79.4% | $8,951-49.5% |