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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 | $33,272 | $73,981-55.0% | $105,754-68.5% | $62,881-47.1% |
| Participation rate | 70.7% | 71.7%-1.0pp | 78.9%-8.2pp | 69.3%+1.4pp |
| Annual return | 8.31% | 17.60%-9.3pp | 12.25%-3.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,957 | $2,856-31.5% | $4,079-52.0% | $2,281-14.2% |
| Participant deferral / active EE | $4,488 | $4,038+11.1% | $5,326-15.7% | $3,203+40.1% |
| Admin fee / account holder | $405 | $5,976-93.2% | $8,309-95.1% | $4,296-90.6% |