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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 | $49,683 | $106,524-53.4% | $152,301-67.4% | $87,485-43.2% |
| Participation rate | 72.5% | 75.8%-3.3pp | 82.4%-9.9pp | 68.9%+3.6pp |
| Annual return | 16.35% | 26.89%-10.5pp | 80.50%-64.1pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,877 | $3,371-44.3% | $4,624-59.4% | $2,596-27.7% |
| Participant deferral / active EE | $4,705 | $6,525-27.9% | $8,004-41.2% | $4,274+10.1% |
| Admin fee / account holder | $2,324 | $8,287-72.0% | $14,398-83.9% | $7,775-70.1% |