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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 | $32,298 | $86,949-62.9% | $102,460-68.5% | $80,959-60.1% |
| Participation rate | 81.6% | 72.4%+9.2pp | 76.5%+5.1pp | 67.7%+14.0pp |
| Annual return | 14.82% | 18.89%-4.1pp | 29.47%-14.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $2,020 | $2,370-14.8% | $3,025-33.2% | $2,757-26.7% |
| Participant deferral / active EE | $3,086 | $4,121-25.1% | $5,056-39.0% | $4,300-28.2% |
| Admin fee / account holder | $594 | $8,048-92.6% | $9,460-93.7% | $6,925-91.4% |