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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 | $36,889 | $79,955-53.9% | $98,450-62.5% | $75,181-50.9% |
| Participation rate | 73.7% | 70.4%+3.3pp | 75.2%-1.5pp | 67.2%+6.5pp |
| Annual return | 14.48% | 19.75%-5.3pp | 21.16%-6.7pp | 160.69%-146.2pp |
| Employer contribution / active EE | $933 | $2,264-58.8% | $3,049-69.4% | $2,671-65.1% |
| Participant deferral / active EE | $5,627 | $3,752+50.0% | $4,739+18.7% | $4,126+36.4% |
| Admin fee / account holder | $3,784 | $6,841-44.7% | $8,961-57.8% | $5,650-33.0% |