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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 | $63,987 | $79,894-19.9% | $135,792-52.9% | $82,637-22.6% |
| Participation rate | 71.1% | 63.0%+8.1pp | 72.6%-1.5pp | 68.1%+3.1pp |
| Annual return | 14.44% | 17.20%-2.8pp | 25.96%-11.5pp | 53.51%-39.1pp |
| Employer contribution / active EE | $892 | $2,165-58.8% | $3,496-74.5% | $2,552-65.0% |
| Participant deferral / active EE | $2,684 | $3,194-16.0% | $4,759-43.6% | $4,126-35.0% |
| Admin fee / account holder | $4,853 | $6,434-24.6% | $12,266-60.4% | $7,339-33.9% |