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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 | $34,993 | $86,050-59.3% | $189,758-81.6% | $94,015-62.8% |
| Participation rate | 76.9% | 68.9%+8.0pp | 79.8%-2.9pp | 70.8%+6.1pp |
| Annual return | 10.95% | 17.77%-6.8pp | 52.62%-41.7pp | 17.84%-6.9pp |
| Employer contribution / active EE | $1,313 | $2,819-53.4% | $4,767-72.4% | $2,790-52.9% |
| Participant deferral / active EE | $3,224 | $3,349-3.7% | $5,856-44.9% | $4,249-24.1% |
| Admin fee / account holder | $7,692 | $6,627+16.1% | $20,388-62.3% | $8,951-14.1% |