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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 | $69,944 | $138,386-49.5% | $184,260-62.0% | $80,935-13.6% |
| Participation rate | 81.3% | 83.9%-2.6pp | 86.8%-5.6pp | 67.7%+13.6pp |
| Annual return | 11.32% | 20.02%-8.7pp | 28.84%-17.5pp | 35.66%-24.3pp |
| Employer contribution / active EE | $1,804 | $4,851-62.8% | $6,427-71.9% | $2,757-34.6% |
| Participant deferral / active EE | $3,841 | $7,076-45.7% | $9,133-57.9% | $4,299-10.7% |
| Admin fee / account holder | $2,025 | $10,489-80.7% | $13,898-85.4% | $6,924-70.8% |