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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 | $41,222 | $81,358-49.3% | $155,556-73.5% | $80,959-49.1% |
| Participation rate | 71.2% | 66.3%+5.0pp | 78.2%-7.0pp | 67.7%+3.6pp |
| Annual return | 13.33% | 33.39%-20.1pp | 64.84%-51.5pp | 35.67%-22.3pp |
| Employer contribution / active EE | $767 | $3,106-75.3% | $4,675-83.6% | $2,757-72.2% |
| Participant deferral / active EE | $2,177 | $3,455-37.0% | $5,631-61.3% | $4,300-49.4% |
| Admin fee / account holder | $1,807 | $7,994-77.4% | $15,885-88.6% | $6,925-73.9% |