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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 | $34,056 | $67,602-49.6% | $82,312-58.6% | $70,126-51.4% |
| Participation rate | 81.8% | 72.8%+9.0pp | 76.9%+4.9pp | 69.5%+12.3pp |
| Annual return | 12.96% | 21.57%-8.6pp | 25.88%-12.9pp | 73.15%-60.2pp |
| Employer contribution / active EE | $686 | $1,755-60.9% | $2,428-71.8% | $2,343-70.7% |
| Participant deferral / active EE | $3,355 | $2,987+12.3% | $3,706-9.5% | $3,332+0.7% |
| Admin fee / account holder | $14,294 | $4,512+216.8% | $5,608+154.9% | $4,645+207.7% |