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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 | $78,197-28.5% | $98,090-43.0% | $82,637-32.3% |
| Participation rate | 76.5% | 77.5%-1.0pp | 81.5%-5.1pp | 68.1%+8.4pp |
| Annual return | 21.15% | 40.25%-19.1pp | 37.05%-15.9pp | 53.51%-32.4pp |
| Employer contribution / active EE | $911 | $2,605-65.0% | $3,606-74.7% | $2,552-64.3% |
| Participant deferral / active EE | $6,287 | $6,636-5.3% | $7,845-19.9% | $4,126+52.4% |
| Admin fee / account holder | $3,648 | $14,832-75.4% | $11,815-69.1% | $7,339-50.3% |