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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 | $34,895 | $77,472-55.0% | $100,415-65.2% | $80,959-56.9% |
| Participation rate | 96.9% | 76.9%+19.9pp | 81.5%+15.4pp | 67.7%+29.2pp |
| Annual return | 12.93% | 37.26%-24.3pp | 49.47%-36.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,681 | $2,800-40.0% | $3,943-57.4% | $2,757-39.0% |
| Participant deferral / active EE | $3,330 | $6,818-51.2% | $8,091-58.8% | $4,300-22.6% |
| Admin fee / account holder | $1,681 | $5,885-71.4% | $7,906-78.7% | $6,925-75.7% |