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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 | $37,185 | $72,492-48.7% | $87,104-57.3% | $72,975-49.0% |
| Participation rate | 74.6% | 72.8%+1.8pp | 76.9%-2.2pp | 69.5%+5.1pp |
| Annual return | 23.11% | 24.46%-1.3pp | 28.19%-5.1pp | 81.01%-57.9pp |
| Employer contribution / active EE | $1,271 | $1,894-32.9% | $2,521-49.6% | $2,440-47.9% |
| Participant deferral / active EE | $4,004 | $3,270+22.5% | $4,048-1.1% | $3,608+11.0% |
| Admin fee / account holder | $3,575 | $5,055-29.3% | $7,491-52.3% | $5,124-30.2% |