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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 | $32,904 | $76,551-57.0% | $123,894-73.4% | $62,881-47.7% |
| Participation rate | 71.7% | 73.0%-1.3pp | 81.4%-9.7pp | 69.3%+2.4pp |
| Annual return | 6.73% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,764 | $2,882+30.6% | $4,617-18.5% | $2,281+65.0% |
| Participant deferral / active EE | $3,142 | $4,840-35.1% | $5,984-47.5% | $3,203-1.9% |
| Admin fee / account holder | $376 | $4,826-92.2% | $8,357-95.5% | $4,296-91.2% |