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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 | $49,348 | $86,949-43.2% | $102,460-51.8% | $80,959-39.0% |
| Participation rate | 74.7% | 72.4%+2.3pp | 76.5%-1.8pp | 67.7%+7.0pp |
| Annual return | 16.44% | 18.89%-2.5pp | 29.47%-13.0pp | 35.67%-19.2pp |
| Employer contribution / active EE | $1,651 | $2,370-30.3% | $3,025-45.4% | $2,757-40.1% |
| Participant deferral / active EE | $2,952 | $4,121-28.4% | $5,056-41.6% | $4,300-31.4% |
| Admin fee / account holder | $590 | $8,048-92.7% | $9,460-93.8% | $6,925-91.5% |