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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 | $86,922-36.7% | $102,438-46.3% | $80,874-31.9% |
| Participation rate | 74.3% | 72.4%+1.9pp | 76.5%-2.2pp | 67.6%+6.7pp |
| Annual return | 11.35% | 18.90%-7.5pp | 29.37%-18.0pp | 35.62%-24.3pp |
| Employer contribution / active EE | $1,708 | $2,369-27.9% | $3,024-43.5% | $2,756-38.0% |
| Participant deferral / active EE | $4,010 | $4,119-2.6% | $5,054-20.7% | $4,297-6.7% |
| Admin fee / account holder | $586 | $8,050-92.7% | $9,448-93.8% | $6,935-91.5% |