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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 | $39,753 | $82,882-52.0% | $127,803-68.9% | $72,976-45.5% |
| Participation rate | 85.7% | 71.5%+14.2pp | 79.0%+6.7pp | 69.5%+16.2pp |
| Annual return | 22.65% | 32.20%-9.5pp | 26.14%-3.5pp | 81.02%-58.4pp |
| Employer contribution / active EE | $2,138 | $3,346-36.1% | $4,576-53.3% | $2,440-12.4% |
| Participant deferral / active EE | $4,741 | $4,791-1.0% | $6,023-21.3% | $3,608+31.4% |
| Admin fee / account holder | $564 | $6,487-91.3% | $9,399-94.0% | $5,124-89.0% |