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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 | $31,245 | $86,919-64.1% | $102,457-69.5% | $80,911-61.4% |
| Participation rate | 73.3% | 72.4%+1.0pp | 76.5%-3.2pp | 67.6%+5.7pp |
| Annual return | 13.05% | 18.90%-5.8pp | 29.41%-16.4pp | 35.63%-22.6pp |
| Employer contribution / active EE | $943 | $2,368-60.2% | $3,022-68.8% | $2,756-65.8% |
| Participant deferral / active EE | $2,699 | $4,119-34.5% | $5,054-46.6% | $4,297-37.2% |
| Admin fee / account holder | $855 | $8,049-89.4% | $9,451-91.0% | $6,935-87.7% |