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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 | $37,613 | $73,988-49.2% | $96,538-61.0% | $75,177-50.0% |
| Participation rate | 71.9% | 66.4%+5.4pp | 74.3%-2.5pp | 67.2%+4.7pp |
| Annual return | 13.35% | 26.73%-13.4pp | 35.74%-22.4pp | 160.75%-147.4pp |
| Employer contribution / active EE | $2,515 | $2,930-14.2% | $3,740-32.8% | $2,671-5.8% |
| Participant deferral / active EE | $3,729 | $3,660+1.9% | $4,880-23.6% | $4,126-9.6% |
| Admin fee / account holder | $457 | $5,220-91.2% | $6,737-93.2% | $5,651-91.9% |