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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 | $47,401 | $76,407-38.0% | $150,298-68.5% | $82,448-42.5% |
| Participation rate | 72.7% | 66.4%+6.3pp | 77.8%-5.0pp | 68.1%+4.7pp |
| Annual return | 17.04% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $741 | $2,614-71.6% | $4,154-82.2% | $2,551-70.9% |
| Participant deferral / active EE | $2,891 | $3,214-10.1% | $5,453-47.0% | $4,139-30.2% |
| Admin fee / account holder | $3,179 | $6,352-50.0% | $14,116-77.5% | $7,234-56.1% |