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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 | $55,909 | $78,520-28.8% | $96,576-42.1% | $82,448-32.2% |
| Participation rate | 76.5% | 77.7%-1.3pp | 81.4%-5.0pp | 68.1%+8.4pp |
| Annual return | 21.15% | 41.30%-20.2pp | 38.47%-17.3pp | 41.64%-20.5pp |
| Employer contribution / active EE | $911 | $2,630-65.3% | $3,553-74.3% | $2,551-64.3% |
| Participant deferral / active EE | $6,287 | $6,754-6.9% | $7,956-21.0% | $4,139+51.9% |
| Admin fee / account holder | $3,648 | $13,455-72.9% | $11,381-67.9% | $7,234-49.6% |