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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 | $26,044 | $88,707-70.6% | $74,184-64.9% | $273,972-90.5% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 10.31% | 11.94%-1.6pp | 17.74%-7.4pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,597 | $3,159-49.4% | $2,370-32.6% | $4,869-67.2% |
| Participant deferral / active EE | $4,363 | $4,212+3.6% | $3,550+22.9% | $5,287-17.5% |
| Admin fee / account holder | $1,742 | $8,717-80.0% | $5,586-68.8% | $10,133-82.8% |