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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 | $42,622 | $76,371-44.2% | $93,621-54.5% | $72,976-41.6% |
| Participation rate | 76.9% | 71.8%+5.2pp | 75.8%+1.1pp | 69.5%+7.4pp |
| Annual return | 21.74% | 25.82%-4.1pp | 32.76%-11.0pp | 81.02%-59.3pp |
| Employer contribution / active EE | $1,992 | $2,276-12.5% | $2,719-26.7% | $2,440-18.4% |
| Participant deferral / active EE | $5,857 | $3,538+65.5% | $4,070+43.9% | $3,608+62.3% |
| Admin fee / account holder | $306 | $6,839-95.5% | $7,890-96.1% | $5,124-94.0% |