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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 | $28,664 | $73,981-61.3% | $105,754-72.9% | $62,881-54.4% |
| Participation rate | 79.4% | 71.7%+7.7pp | 78.9%+0.5pp | 69.3%+10.1pp |
| Annual return | 10.35% | 17.60%-7.3pp | 12.25%-1.9pp | 20.14%-9.8pp |
| Employer contribution / active EE | $2,464 | $2,856-13.7% | $4,079-39.6% | $2,281+8.0% |
| Participant deferral / active EE | $3,753 | $4,038-7.1% | $5,326-29.5% | $3,203+17.2% |
| Admin fee / account holder | $3,714 | $5,976-37.9% | $8,309-55.3% | $4,296-13.5% |