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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 | $86,050-48.1% | $189,758-76.5% | $94,015-52.5% |
| Participation rate | 71.1% | 68.9%+2.2pp | 79.8%-8.7pp | 70.8%+0.2pp |
| Annual return | 17.40% | 17.77%-0.4pp | 52.62%-35.2pp | 17.84%-0.4pp |
| Employer contribution / active EE | $875 | $2,819-68.9% | $4,767-81.6% | $2,790-68.6% |
| Participant deferral / active EE | $1,483 | $3,349-55.7% | $5,856-74.7% | $4,249-65.1% |
| Admin fee / account holder | $7,273 | $6,627+9.8% | $20,388-64.3% | $8,951-18.7% |