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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 | $57,278 | $93,063-38.5% | $153,476-62.7% | $80,911-29.2% |
| Participation rate | 80.4% | 69.0%+11.5pp | 77.1%+3.3pp | 67.6%+12.8pp |
| Annual return | 12.82% | 19.95%-7.1pp | 15.66%-2.8pp | 35.63%-22.8pp |
| Employer contribution / active EE | $2,826 | $3,507-19.4% | $5,038-43.9% | $2,756+2.6% |
| Participant deferral / active EE | $2,902 | $5,180-44.0% | $6,759-57.1% | $4,297-32.5% |
| Admin fee / account holder | $919 | $8,891-89.7% | $12,729-92.8% | $6,935-86.8% |