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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 | $33,795 | $86,949-61.1% | $102,460-67.0% | $80,959-58.3% |
| Participation rate | 84.0% | 72.4%+11.6pp | 76.5%+7.5pp | 67.7%+16.3pp |
| Annual return | 11.51% | 18.89%-7.4pp | 29.47%-18.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,689 | $2,370-28.7% | $3,025-44.2% | $2,757-38.8% |
| Participant deferral / active EE | $3,388 | $4,121-17.8% | $5,056-33.0% | $4,300-21.2% |
| Admin fee / account holder | $6,603 | $8,048-18.0% | $9,460-30.2% | $6,925-4.7% |