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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 | $30,179 | $76,551-60.6% | $123,894-75.6% | $62,881-52.0% |
| Participation rate | 78.8% | 73.0%+5.8pp | 81.4%-2.6pp | 69.3%+9.5pp |
| Annual return | 6.28% | 18.68%-12.4pp | 47.52%-41.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,780 | $2,882+31.1% | $4,617-18.1% | $2,281+65.7% |
| Participant deferral / active EE | $2,470 | $4,840-49.0% | $5,984-58.7% | $3,203-22.9% |
| Admin fee / account holder | $9,305 | $4,826+92.8% | $8,357+11.3% | $4,296+116.6% |