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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 | $32,280 | $81,504-60.4% | $102,437-68.5% | $80,959-60.1% |
| Participation rate | 70.0% | 66.9%+3.1pp | 74.5%-4.5pp | 67.7%+2.3pp |
| Annual return | 16.26% | 25.60%-9.3pp | 24.95%-8.7pp | 35.67%-19.4pp |
| Employer contribution / active EE | $1,269 | $3,104-59.1% | $3,871-67.2% | $2,757-54.0% |
| Participant deferral / active EE | $3,414 | $3,871-11.8% | $5,060-32.5% | $4,300-20.6% |
| Admin fee / account holder | $3,502 | $6,719-47.9% | $8,388-58.3% | $6,925-49.4% |