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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 | $30,629 | $86,940-64.8% | $102,434-70.1% | $80,935-62.2% |
| Participation rate | 83.9% | 72.4%+11.5pp | 76.5%+7.4pp | 67.7%+16.2pp |
| Annual return | 13.61% | 18.89%-5.3pp | 29.46%-15.8pp | 35.66%-22.0pp |
| Employer contribution / active EE | $2,624 | $2,370+10.8% | $3,023-13.2% | $2,757-4.8% |
| Participant deferral / active EE | $4,077 | $4,121-1.1% | $5,055-19.4% | $4,299-5.2% |
| Admin fee / account holder | $741 | $8,047-90.8% | $9,462-92.2% | $6,924-89.3% |