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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 | $52,282 | $81,476-35.8% | $102,383-48.9% | $80,925-35.4% |
| Participation rate | 72.0% | 66.8%+5.2pp | 74.5%-2.5pp | 67.7%+4.3pp |
| Annual return | 10.90% | 25.59%-14.7pp | 24.94%-14.0pp | 35.65%-24.7pp |
| Employer contribution / active EE | $1,533 | $3,105-50.6% | $3,870-60.4% | $2,756-44.4% |
| Participant deferral / active EE | $4,132 | $3,871+6.7% | $5,060-18.3% | $4,299-3.9% |
| Admin fee / account holder | $2,665 | $6,717-60.3% | $8,391-68.2% | $6,940-61.6% |