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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 | $36,971 | $77,492-52.3% | $100,398-63.2% | $80,911-54.3% |
| Participation rate | 77.8% | 76.9%+0.8pp | 81.5%-3.7pp | 67.6%+10.1pp |
| Annual return | 15.02% | 37.23%-22.2pp | 49.32%-34.3pp | 35.63%-20.6pp |
| Employer contribution / active EE | $1,994 | $2,800-28.8% | $3,946-49.5% | $2,756-27.7% |
| Participant deferral / active EE | $6,803 | $6,817-0.2% | $8,084-15.8% | $4,297+58.3% |
| Admin fee / account holder | $799 | $5,892-86.4% | $7,893-89.9% | $6,935-88.5% |