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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 | $34,580 | $75,541-54.2% | $152,093-77.3% | $82,637-58.2% |
| Participation rate | 76.9% | 66.5%+10.4pp | 77.8%-0.8pp | 68.1%+8.9pp |
| Annual return | 14.03% | 32.56%-18.5pp | 66.36%-52.3pp | 53.51%-39.5pp |
| Employer contribution / active EE | $1,362 | $2,622-48.1% | $4,175-67.4% | $2,552-46.6% |
| Participant deferral / active EE | $4,403 | $3,206+37.4% | $5,451-19.2% | $4,126+6.7% |
| Admin fee / account holder | $6,492 | $6,405+1.4% | $14,497-55.2% | $7,339-11.5% |