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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 | $43,071 | $72,027-40.2% | $185,835-76.8% | $79,852-46.1% |
| Participation rate | 89.2% | 65.8%+23.4pp | 78.0%+11.1pp | 69.6%+19.6pp |
| Annual return | 12.89% | 23.13%-10.2pp | 35.96%-23.1pp | 31.72%-18.8pp |
| Employer contribution / active EE | $1,380 | $1,965-29.8% | $4,087-66.2% | $2,471-44.1% |
| Participant deferral / active EE | $3,873 | $3,780+2.5% | $5,633-31.2% | $3,740+3.6% |
| Admin fee / account holder | $609 | $4,513-86.5% | $9,502-93.6% | $5,306-88.5% |