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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 | $55,041 | $86,949-36.7% | $102,460-46.3% | $80,959-32.0% |
| Participation rate | 74.3% | 72.4%+1.9pp | 76.5%-2.2pp | 67.7%+6.7pp |
| Annual return | 11.35% | 18.89%-7.5pp | 29.47%-18.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,708 | $2,370-27.9% | $3,025-43.6% | $2,757-38.1% |
| Participant deferral / active EE | $4,010 | $4,121-2.7% | $5,056-20.7% | $4,300-6.8% |
| Admin fee / account holder | $586 | $8,048-92.7% | $9,460-93.8% | $6,925-91.5% |