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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 | $31,775 | $76,112-58.3% | $96,544-67.1% | $71,529-55.6% |
| Participation rate | 79.2% | 74.4%+4.8pp | 76.0%+3.2pp | 67.9%+11.3pp |
| Annual return | 17.77% | 22.80%-5.0pp | 25.88%-8.1pp | 28.97%-11.2pp |
| Employer contribution / active EE | $2,374 | $2,248+5.6% | $2,966-20.0% | $2,590-8.3% |
| Participant deferral / active EE | $5,089 | $4,217+20.7% | $4,851+4.9% | $4,291+18.6% |
| Admin fee / account holder | $2,977 | $2,708+9.9% | $8,254-63.9% | $1,588+87.4% |