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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 | $35,865 | $76,551-53.1% | $123,894-71.1% | $62,881-43.0% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 8.79% | 18.68%-9.9pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,457 | $2,882-14.8% | $4,617-46.8% | $2,281+7.7% |
| Participant deferral / active EE | $3,917 | $4,840-19.1% | $5,984-34.6% | $3,203+22.3% |
| Admin fee / account holder | $316 | $4,826-93.5% | $8,357-96.2% | $4,296-92.7% |