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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 | $35,827 | $70,486-49.2% | $100,528-64.4% | $79,852-55.1% |
| Participation rate | 75.0% | 73.6%+1.4pp | 79.4%-4.4pp | 69.6%+5.4pp |
| Annual return | 17.32% | 21.90%-4.6pp | 30.90%-13.6pp | 31.72%-14.4pp |
| Employer contribution / active EE | $1,813 | $2,165-16.2% | $3,419-47.0% | $2,471-26.6% |
| Participant deferral / active EE | $4,744 | $5,182-8.4% | $6,271-24.4% | $3,740+26.8% |
| Admin fee / account holder | $1,019 | $4,480-77.2% | $8,084-87.4% | $5,306-80.8% |