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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 | $32,522 | $56,894-42.8% | $84,753-61.6% | $62,881-48.3% |
| Participation rate | 70.6% | 68.5%+2.1pp | 76.6%-6.0pp | 69.3%+1.3pp |
| Annual return | 5.31% | 6.30%-1.0pp | 22.78%-17.5pp | 20.14%-14.8pp |
| Employer contribution / active EE | $6,010 | $2,400+150.4% | $3,574+68.1% | $2,281+163.5% |
| Participant deferral / active EE | $2,733 | $2,709+0.9% | $3,712-26.4% | $3,203-14.7% |
| Admin fee / account holder | $352 | $3,581-90.2% | $5,333-93.4% | $4,296-91.8% |