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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 | $30,865 | $56,054-44.9% | $171,082-82.0% | $62,881-50.9% |
| Participation rate | 71.7% | 62.9%+8.8pp | 76.7%-5.0pp | 69.3%+2.4pp |
| Annual return | 18.51% | 22.52%-4.0pp | 32.56%-14.0pp | 20.14%-1.6pp |
| Employer contribution / active EE | $3,769 | $1,731+117.7% | $4,002-5.8% | $2,281+65.2% |
| Participant deferral / active EE | $6,741 | $3,158+113.5% | $4,797+40.5% | $3,203+110.5% |
| Admin fee / account holder | $1,438 | $3,647-60.6% | $8,520-83.1% | $4,296-66.5% |