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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 | $43,790 | $56,894-23.0% | $84,753-48.3% | $62,881-30.4% |
| Participation rate | 76.5% | 68.5%+7.9pp | 76.6%-0.1pp | 69.3%+7.2pp |
| Annual return | 5.15% | 6.30%-1.2pp | 22.78%-17.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,534 | $2,400-36.1% | $3,574-57.1% | $2,281-32.8% |
| Participant deferral / active EE | $3,276 | $2,709+20.9% | $3,712-11.7% | $3,203+2.3% |
| Admin fee / account holder | $477 | $3,581-86.7% | $5,333-91.0% | $4,296-88.9% |