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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 | $38,901 | $87,841-55.7% | $133,981-71.0% | $62,891-38.1% |
| Participation rate | 84.6% | 83.4%+1.2pp | 87.1%-2.4pp | 69.3%+15.3pp |
| Annual return | 13.62% | 12.05%+1.6pp | 29.30%-15.7pp | 20.14%-6.5pp |
| Employer contribution / active EE | $2,986 | $3,483-14.3% | $5,211-42.7% | $2,281+30.9% |
| Participant deferral / active EE | $4,456 | $4,812-7.4% | $6,282-29.1% | $3,203+39.1% |
| Admin fee / account holder | $3,496 | $5,371-34.9% | $9,324-62.5% | $4,296-18.6% |