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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 | $34,943 | $87,037-59.9% | $106,201-67.1% | $80,874-56.8% |
| Participation rate | 78.9% | 70.4%+8.5pp | 75.3%+3.7pp | 67.6%+11.3pp |
| Annual return | 11.81% | 17.05%-5.2pp | 116.26%-104.4pp | 35.62%-23.8pp |
| Employer contribution / active EE | $2,303 | $2,396-3.9% | $3,170-27.4% | $2,756-16.4% |
| Participant deferral / active EE | $4,668 | $3,986+17.1% | $5,012-6.9% | $4,297+8.6% |
| Admin fee / account holder | $1,722 | $8,434-79.6% | $11,039-84.4% | $6,935-75.2% |