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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 | $45,233 | $138,393-67.3% | $184,256-75.5% | $80,959-44.1% |
| Participation rate | 80.6% | 83.9%-3.3pp | 86.8%-6.2pp | 67.7%+13.0pp |
| Annual return | 15.45% | 20.01%-4.6pp | 28.85%-13.4pp | 35.67%-20.2pp |
| Employer contribution / active EE | $2,433 | $4,847-49.8% | $6,427-62.1% | $2,757-11.7% |
| Participant deferral / active EE | $3,749 | $7,076-47.0% | $9,133-59.0% | $4,300-12.8% |
| Admin fee / account holder | $597 | $10,489-94.3% | $13,899-95.7% | $6,925-91.4% |