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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 | $58,398 | $78,520-25.6% | $96,576-39.5% | $82,448-29.2% |
| Participation rate | 83.3% | 77.7%+5.6pp | 81.4%+1.9pp | 68.1%+15.3pp |
| Annual return | 24.37% | 41.30%-16.9pp | 38.47%-14.1pp | 41.64%-17.3pp |
| Employer contribution / active EE | $1,659 | $2,630-36.9% | $3,553-53.3% | $2,551-35.0% |
| Participant deferral / active EE | $13,467 | $6,754+99.4% | $7,956+69.3% | $4,139+225.3% |
| Admin fee / account holder | $1,905 | $13,455-85.8% | $11,381-83.3% | $7,234-73.7% |