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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 | $34,217 | $72,492-52.8% | $87,102-60.7% | $72,983-53.1% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.9%-0.9pp | 69.5%+6.5pp |
| Annual return | 20.32% | 24.46%-4.1pp | 28.19%-7.9pp | 81.01%-60.7pp |
| Employer contribution / active EE | $2,068 | $1,894+9.2% | $2,521-18.0% | $2,440-15.3% |
| Participant deferral / active EE | $3,735 | $3,270+14.2% | $4,048-7.7% | $3,608+3.5% |
| Admin fee / account holder | $4,907 | $5,055-2.9% | $7,491-34.5% | $5,124-4.2% |