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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 | $45,657 | $83,485-45.3% | $125,195-63.5% | $72,976-37.4% |
| Participation rate | 95.5% | 73.3%+22.2pp | 79.8%+15.7pp | 69.5%+26.0pp |
| Annual return | 19.35% | 25.77%-6.4pp | 43.79%-24.4pp | 81.02%-61.7pp |
| Employer contribution / active EE | $647 | $2,346-72.4% | $3,866-83.3% | $2,440-73.5% |
| Participant deferral / active EE | $2,847 | $3,586-20.6% | $4,937-42.3% | $3,608-21.1% |
| Admin fee / account holder | $3,108 | $5,518-43.7% | $9,704-68.0% | $5,124-39.4% |