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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 | $34,730 | $63,809-45.6% | $81,353-57.3% | $80,935-57.1% |
| Participation rate | 82.5% | 63.9%+18.6pp | 69.5%+12.9pp | 67.7%+14.8pp |
| Annual return | 13.49% | 16.37%-2.9pp | 24.82%-11.3pp | 35.66%-22.2pp |
| Employer contribution / active EE | $10,720 | $1,981+441.2% | $2,464+335.1% | $2,757+288.9% |
| Participant deferral / active EE | $5,406 | $3,093+74.8% | $3,885+39.2% | $4,299+25.7% |
| Admin fee / account holder | $1,002 | $5,686-82.4% | $5,766-82.6% | $6,924-85.5% |