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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 | $34,276 | $65,361-47.6% | $92,903-63.1% | $72,983-53.0% |
| Participation rate | 77.8% | 68.3%+9.5pp | 76.0%+1.8pp | 69.5%+8.3pp |
| Annual return | 31.91% | 42.11%-10.2pp | 109.43%-77.5pp | 81.01%-49.1pp |
| Employer contribution / active EE | $2,336 | $2,594-10.0% | $3,653-36.1% | $2,440-4.3% |
| Participant deferral / active EE | $5,287 | $3,128+69.0% | $4,238+24.8% | $3,608+46.6% |
| Admin fee / account holder | $378 | $4,251-91.1% | $5,795-93.5% | $5,124-92.6% |