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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 | $43,530 | $56,894-23.5% | $84,753-48.6% | $62,881-30.8% |
| Participation rate | 72.7% | 68.5%+4.2pp | 76.6%-3.9pp | 69.3%+3.4pp |
| Annual return | 5.54% | 6.30%-0.8pp | 22.78%-17.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,614 | $2,400-32.7% | $3,574-54.8% | $2,281-29.2% |
| Participant deferral / active EE | $3,505 | $2,709+29.4% | $3,712-5.6% | $3,203+9.4% |
| Admin fee / account holder | $2,235 | $3,581-37.6% | $5,333-58.1% | $4,296-48.0% |