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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 | $30,652 | $56,894-46.1% | $84,753-63.8% | $62,881-51.3% |
| Participation rate | 86.4% | 68.5%+17.8pp | 76.6%+9.8pp | 69.3%+17.1pp |
| Annual return | 5.71% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,259 | $2,400-47.6% | $3,574-64.8% | $2,281-44.8% |
| Participant deferral / active EE | $3,412 | $2,709+26.0% | $3,712-8.1% | $3,203+6.5% |
| Admin fee / account holder | $1,550 | $3,581-56.7% | $5,333-70.9% | $4,296-63.9% |