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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 | $39,123 | $83,485-53.1% | $125,192-68.7% | $72,975-46.4% |
| Participation rate | 82.1% | 73.3%+8.8pp | 79.8%+2.4pp | 69.5%+12.7pp |
| Annual return | 23.09% | 25.77%-2.7pp | 43.79%-20.7pp | 81.01%-57.9pp |
| Employer contribution / active EE | $1,770 | $2,346-24.5% | $3,866-54.2% | $2,440-27.5% |
| Participant deferral / active EE | $3,650 | $3,586+1.8% | $4,937-26.1% | $3,608+1.2% |
| Admin fee / account holder | $1,207 | $5,518-78.1% | $9,704-87.6% | $5,124-76.4% |