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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 | $30,603 | $106,524-71.3% | $152,301-79.9% | $87,485-65.0% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.4%+13.7pp | 68.9%+27.2pp |
| Annual return | 19.18% | 26.89%-7.7pp | 80.50%-61.3pp | 26.06%-6.9pp |
| Employer contribution / active EE | $2,174 | $3,371-35.5% | $4,624-53.0% | $2,596-16.3% |
| Participant deferral / active EE | $5,079 | $6,525-22.2% | $8,004-36.5% | $4,274+18.8% |
| Admin fee / account holder | $1,781 | $8,287-78.5% | $14,398-87.6% | $7,775-77.1% |