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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 | $43,380 | $56,484-23.2% | $169,452-74.4% | $64,173-32.4% |
| Participation rate | 80.8% | 64.5%+16.2pp | 77.8%+3.0pp | 69.6%+11.2pp |
| Annual return | 11.35% | -1.55%+12.9pp | 1.83%+9.5pp | 7.63%+3.7pp |
| Employer contribution / active EE | $2,459 | $1,832+34.2% | $4,157-40.8% | $2,381+3.3% |
| Participant deferral / active EE | $2,639 | $3,448-23.5% | $5,277-50.0% | $3,470-24.0% |
| Admin fee / account holder | $531 | $4,174-87.3% | $9,110-94.2% | $4,887-89.1% |