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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 | $34,052 | $49,255-30.9% | $70,494-51.7% | $79,856-57.4% |
| Participation rate | 78.9% | 69.2%+9.8pp | 75.1%+3.9pp | 69.6%+9.3pp |
| Annual return | 6.19% | 30.10%-23.9pp | 109.16%-103.0pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,491 | $2,100-29.0% | $2,738-45.6% | $2,471-39.7% |
| Participant deferral / active EE | $3,379 | $2,768+22.1% | $3,711-8.9% | $3,741-9.7% |
| Admin fee / account holder | $2,806 | $2,879-2.5% | $3,848-27.1% | $5,306-47.1% |