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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 | $34,984 | $56,894-38.5% | $84,753-58.7% | $62,881-44.4% |
| Participation rate | 83.3% | 68.5%+14.8pp | 76.6%+6.7pp | 69.3%+14.0pp |
| Annual return | 7.53% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,667 | $2,400-30.6% | $3,574-53.4% | $2,281-26.9% |
| Participant deferral / active EE | $3,382 | $2,709+24.8% | $3,712-8.9% | $3,203+5.6% |
| Admin fee / account holder | $1,627 | $3,581-54.6% | $5,333-69.5% | $4,296-62.1% |