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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 | $30,555 | $81,476-62.5% | $102,383-70.2% | $80,925-62.2% |
| Participation rate | 80.8% | 66.8%+13.9pp | 74.5%+6.3pp | 67.7%+13.1pp |
| Annual return | 15.84% | 25.59%-9.8pp | 24.94%-9.1pp | 35.65%-19.8pp |
| Employer contribution / active EE | $1,882 | $3,105-39.4% | $3,870-51.4% | $2,756-31.7% |
| Participant deferral / active EE | $5,053 | $3,871+30.5% | $5,060-0.1% | $4,299+17.5% |
| Admin fee / account holder | $951 | $6,717-85.9% | $8,391-88.7% | $6,940-86.3% |