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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 | $34,305 | $77,638-55.8% | $156,551-78.1% | $62,881-45.4% |
| Participation rate | 71.7% | 71.2%+0.5pp | 84.0%-12.3pp | 69.3%+2.4pp |
| Annual return | 7.07% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $569 | $3,444-83.5% | $5,501-89.7% | $2,281-75.1% |
| Participant deferral / active EE | $1,626 | $3,046-46.6% | $4,871-66.6% | $3,203-49.2% |
| Admin fee / account holder | $4,807 | $5,561-13.6% | $13,028-63.1% | $4,296+11.9% |