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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 | $32,750 | $57,073-42.6% | $85,126-61.5% | $80,925-59.5% |
| Participation rate | 72.7% | 56.4%+16.3pp | 67.5%+5.2pp | 67.7%+5.1pp |
| Annual return | 14.18% | 21.69%-7.5pp | 66.63%-52.4pp | 35.65%-21.5pp |
| Employer contribution / active EE | $2,429 | $1,801+34.9% | $2,731-11.1% | $2,756-11.9% |
| Participant deferral / active EE | $3,923 | $3,113+26.0% | $4,523-13.3% | $4,299-8.7% |
| Admin fee / account holder | $562 | $4,988-88.7% | $6,160-90.9% | $6,940-91.9% |