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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 | $78,690-43.2% | $161,489-72.3% | $87,485-49.0% |
| Participation rate | 71.1% | 67.5%+3.6pp | 78.7%-7.6pp | 68.9%+2.1pp |
| Annual return | 17.40% | 32.74%-15.3pp | 89.72%-72.3pp | 26.06%-8.7pp |
| Employer contribution / active EE | $875 | $2,588-66.2% | $4,268-79.5% | $2,596-66.3% |
| Participant deferral / active EE | $1,483 | $3,311-55.2% | $5,630-73.7% | $4,274-65.3% |
| Admin fee / account holder | $7,273 | $6,724+8.2% | $16,006-54.6% | $7,775-6.4% |