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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 | $31,203 | $86,949-64.1% | $102,460-69.5% | $80,959-61.5% |
| Participation rate | 84.4% | 72.4%+12.0pp | 76.5%+7.9pp | 67.7%+16.7pp |
| Annual return | 14.06% | 18.89%-4.8pp | 29.47%-15.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,250 | $2,370-5.1% | $3,025-25.6% | $2,757-18.4% |
| Participant deferral / active EE | $5,855 | $4,121+42.1% | $5,056+15.8% | $4,300+36.2% |
| Admin fee / account holder | $2,161 | $8,048-73.1% | $9,460-77.2% | $6,925-68.8% |