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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 | $43,622 | $67,602-35.5% | $82,312-47.0% | $70,126-37.8% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 16.27% | 21.57%-5.3pp | 25.88%-9.6pp | 73.15%-56.9pp |
| Employer contribution / active EE | $1,702 | $1,755-3.0% | $2,428-29.9% | $2,343-27.3% |
| Participant deferral / active EE | $2,503 | $2,987-16.2% | $3,706-32.5% | $3,332-24.9% |
| Admin fee / account holder | $5,584 | $4,512+23.8% | $5,608-0.4% | $4,645+20.2% |