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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 | $34,870 | $64,359-45.8% | $90,161-61.3% | $70,126-50.3% |
| Participation rate | 70.9% | 70.4%+0.5pp | 76.9%-5.9pp | 69.5%+1.4pp |
| Annual return | 16.67% | 28.13%-11.5pp | 34.89%-18.2pp | 73.15%-56.5pp |
| Employer contribution / active EE | $964 | $2,046-52.9% | $3,318-71.0% | $2,343-58.9% |
| Participant deferral / active EE | $3,786 | $4,389-13.7% | $5,287-28.4% | $3,332+13.6% |
| Admin fee / account holder | $2,124 | $3,945-46.2% | $5,943-64.3% | $4,645-54.3% |