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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 | $38,812 | $90,400-57.1% | $186,193-79.2% | $87,485-55.6% |
| Participation rate | 70.8% | 66.2%+4.6pp | 77.1%-6.3pp | 68.9%+1.9pp |
| Annual return | 15.92% | 22.15%-6.2pp | 78.03%-62.1pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,071 | $2,170-50.6% | $3,918-72.7% | $2,596-58.7% |
| Participant deferral / active EE | $6,391 | $4,330+47.6% | $6,513-1.9% | $4,274+49.6% |
| Admin fee / account holder | $1,038 | $8,673-88.0% | $11,058-90.6% | $7,775-86.7% |