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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 | $34,842 | $72,492-51.9% | $87,104-60.0% | $72,975-52.3% |
| Participation rate | 84.2% | 72.8%+11.4pp | 76.9%+7.3pp | 69.5%+14.7pp |
| Annual return | 21.80% | 24.46%-2.7pp | 28.19%-6.4pp | 81.01%-59.2pp |
| Employer contribution / active EE | $1,310 | $1,894-30.9% | $2,521-48.1% | $2,440-46.3% |
| Participant deferral / active EE | $2,949 | $3,270-9.8% | $4,048-27.2% | $3,608-18.3% |
| Admin fee / account holder | $4,810 | $5,055-4.8% | $7,491-35.8% | $5,124-6.1% |