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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 | $52,289 | $60,349-13.4% | $74,184-29.5% | $62,881-16.8% |
| Participation rate | 78.9% | 72.7%+6.2pp | 76.6%+2.3pp | 69.3%+9.6pp |
| Annual return | 7.85% | 21.38%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,385 | $1,680-17.6% | $2,370-41.6% | $2,281-39.3% |
| Participant deferral / active EE | $3,331 | $2,856+16.6% | $3,550-6.2% | $3,203+4.0% |
| Admin fee / account holder | $752 | $4,261-82.3% | $5,586-86.5% | $4,296-82.5% |