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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 | $31,167 | $72,273-56.9% | $101,275-69.2% | $79,856-61.0% |
| Participation rate | 81.3% | 68.5%+12.8pp | 75.8%+5.4pp | 69.6%+11.6pp |
| Annual return | 15.41% | 22.30%-6.9pp | 46.48%-31.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,602 | $2,691-40.5% | $3,660-56.2% | $2,471-35.2% |
| Participant deferral / active EE | $3,362 | $3,282+2.5% | $4,371-23.1% | $3,741-10.1% |
| Admin fee / account holder | $506 | $4,401-88.5% | $5,948-91.5% | $5,306-90.5% |