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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 | $30,022 | $86,919-65.5% | $102,457-70.7% | $80,911-62.9% |
| Participation rate | 87.9% | 72.4%+15.6pp | 76.5%+11.4pp | 67.6%+20.3pp |
| Annual return | 17.05% | 18.90%-1.8pp | 29.41%-12.4pp | 35.63%-18.6pp |
| Employer contribution / active EE | $1,884 | $2,368-20.4% | $3,022-37.7% | $2,756-31.6% |
| Participant deferral / active EE | $3,934 | $4,119-4.5% | $5,054-22.2% | $4,297-8.4% |
| Admin fee / account holder | $856 | $8,049-89.4% | $9,451-90.9% | $6,935-87.6% |