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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 | $38,045 | $106,524-64.3% | $152,301-75.0% | $87,485-56.5% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.4%+2.6pp | 68.9%+16.1pp |
| Annual return | 20.66% | 26.89%-6.2pp | 80.50%-59.8pp | 26.06%-5.4pp |
| Employer contribution / active EE | $2,720 | $3,371-19.3% | $4,624-41.2% | $2,596+4.8% |
| Participant deferral / active EE | $4,791 | $6,525-26.6% | $8,004-40.1% | $4,274+12.1% |
| Admin fee / account holder | $654 | $8,287-92.1% | $14,398-95.5% | $7,775-91.6% |