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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 | $35,076 | $76,669-54.2% | $96,520-63.7% | $71,495-50.9% |
| Participation rate | 71.1% | 66.6%+4.5pp | 74.3%-3.3pp | 67.9%+3.1pp |
| Annual return | 16.30% | 48.29%-32.0pp | 35.72%-19.4pp | 28.85%-12.6pp |
| Employer contribution / active EE | $766 | $3,031-74.7% | $3,739-79.5% | $2,589-70.4% |
| Participant deferral / active EE | $3,595 | $3,771-4.7% | $4,879-26.3% | $4,291-16.2% |
| Admin fee / account holder | $1,919 | $2,028-5.4% | $6,733-71.5% | $1,588+20.9% |