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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 | $26,128 | $76,551-65.9% | $123,894-78.9% | $62,881-58.4% |
| Participation rate | 84.3% | 73.0%+11.3pp | 81.4%+2.9pp | 69.3%+15.0pp |
| Annual return | 7.78% | 18.68%-10.9pp | 47.52%-39.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,742 | $2,882-39.6% | $4,617-62.3% | $2,281-23.6% |
| Participant deferral / active EE | $3,456 | $4,840-28.6% | $5,984-42.2% | $3,203+7.9% |
| Admin fee / account holder | $1,609 | $4,826-66.7% | $8,357-80.7% | $4,296-62.5% |