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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 | $77,814-55.6% | $158,223-78.1% | $86,983-60.2% |
| Participation rate | 76.9% | 68.4%+8.5pp | 79.2%-2.3pp | 69.5%+7.4pp |
| Annual return | 14.03% | 30.54%-16.5pp | 52.09%-38.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $1,362 | $2,592-47.5% | $4,109-66.9% | $2,584-47.3% |
| Participant deferral / active EE | $4,403 | $3,270+34.7% | $5,467-19.5% | $4,194+5.0% |
| Admin fee / account holder | $6,492 | $5,879+10.4% | $16,047-59.5% | $7,856-17.4% |