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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 | $44,658 | $76,407-41.6% | $150,298-70.3% | $82,448-45.8% |
| Participation rate | 71.1% | 66.4%+4.7pp | 77.8%-6.7pp | 68.1%+3.0pp |
| Annual return | 17.40% | 39.99%-22.6pp | 62.79%-45.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $875 | $2,614-66.5% | $4,154-78.9% | $2,551-65.7% |
| Participant deferral / active EE | $1,483 | $3,214-53.9% | $5,453-72.8% | $4,139-64.2% |
| Admin fee / account holder | $7,273 | $6,352+14.5% | $14,116-48.5% | $7,234+0.5% |