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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 | $31,510 | $86,891-63.7% | $142,516-77.9% | $75,173-58.1% |
| Participation rate | 71.4% | 68.5%+2.9pp | 76.8%-5.3pp | 67.2%+4.2pp |
| Annual return | 16.60% | 23.31%-6.7pp | 19.99%-3.4pp | 160.72%-144.1pp |
| Employer contribution / active EE | $2,788 | $3,355-16.9% | $4,849-42.5% | $2,671+4.4% |
| Participant deferral / active EE | $4,350 | $4,938-11.9% | $6,280-30.7% | $4,126+5.4% |
| Admin fee / account holder | $2,501 | $7,299-65.7% | $10,008-75.0% | $5,651-55.7% |