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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 | $27,931 | $56,894-50.9% | $84,753-67.0% | $62,881-55.6% |
| Participation rate | 70.5% | 68.5%+2.0pp | 76.6%-6.1pp | 69.3%+1.2pp |
| Annual return | 8.53% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,619 | $2,400-32.5% | $3,574-54.7% | $2,281-29.0% |
| Participant deferral / active EE | $3,173 | $2,709+17.1% | $3,712-14.5% | $3,203-0.9% |
| Admin fee / account holder | $762 | $3,581-78.7% | $5,333-85.7% | $4,296-82.3% |