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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 | $61,495 | $87,834-30.0% | $133,975-54.1% | $62,881-2.2% |
| Participation rate | 92.6% | 83.4%+9.2pp | 87.1%+5.5pp | 69.3%+23.3pp |
| Annual return | 9.71% | 12.05%-2.3pp | 29.29%-19.6pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,254 | $3,482-64.0% | $5,211-75.9% | $2,281-45.0% |
| Participant deferral / active EE | $3,255 | $4,812-32.4% | $6,282-48.2% | $3,203+1.6% |
| Admin fee / account holder | $938 | $5,372-82.5% | $9,324-89.9% | $4,296-78.2% |