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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 | $33,305 | $82,032-59.4% | $123,106-72.9% | $59,633-44.2% |
| Participation rate | 80.5% | 83.2%-2.7pp | 86.8%-6.3pp | 68.7%+11.8pp |
| Annual return | 14.90% | 5.12%+9.8pp | 13.22%+1.7pp | 2041.40%-2026.5pp |
| Employer contribution / active EE | $1,340 | $3,297-59.3% | $5,151-74.0% | $2,203-39.1% |
| Participant deferral / active EE | $7,261 | $4,667+55.6% | $6,229+16.6% | $3,192+127.5% |
| Admin fee / account holder | $2,119 | $5,881-64.0% | $9,015-76.5% | $4,297-50.7% |