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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 | $37,157 | $88,707-58.1% | $74,184-49.9% | $273,972-86.4% |
| Participation rate | 82.4% | 79.4%+2.9pp | 76.6%+5.7pp | 83.0%-0.7pp |
| Annual return | 7.46% | 11.94%-4.5pp | 17.74%-10.3pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,873 | $3,159-40.7% | $2,370-21.0% | $4,869-61.5% |
| Participant deferral / active EE | $4,067 | $4,212-3.4% | $3,550+14.6% | $5,287-23.1% |
| Admin fee / account holder | $1,054 | $8,717-87.9% | $5,586-81.1% | $10,133-89.6% |