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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 | $30,197 | $106,524-71.7% | $152,301-80.2% | $87,485-65.5% |
| Participation rate | 85.7% | 75.8%+10.0pp | 82.4%+3.3pp | 68.9%+16.8pp |
| Annual return | 24.75% | 26.89%-2.1pp | 80.50%-55.7pp | 26.06%-1.3pp |
| Employer contribution / active EE | $3,292 | $3,371-2.4% | $4,624-28.8% | $2,596+26.8% |
| Participant deferral / active EE | $6,211 | $6,525-4.8% | $8,004-22.4% | $4,274+45.3% |
| Admin fee / account holder | $2,477 | $8,287-70.1% | $14,398-82.8% | $7,775-68.1% |