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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 | $31,085 | $41,377-24.9% | $109,313-71.6% | $62,881-50.6% |
| Participation rate | 78.3% | 57.5%+20.8pp | 71.3%+7.0pp | 69.3%+9.0pp |
| Annual return | 7.57% | 11.05%-3.5pp | 22.07%-14.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,316 | $1,276+81.5% | $3,892-40.5% | $2,281+1.5% |
| Participant deferral / active EE | $3,772 | $2,045+84.4% | $3,166+19.1% | $3,203+17.8% |
| Admin fee / account holder | $2,693 | $2,884-6.6% | $5,666-52.5% | $4,296-37.3% |