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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 | $33,563 | $76,551-56.2% | $123,894-72.9% | $62,881-46.6% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 6.71% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,000 | $2,882-65.3% | $4,617-78.3% | $2,281-56.2% |
| Participant deferral / active EE | $4,071 | $4,840-15.9% | $5,984-32.0% | $3,203+27.1% |
| Admin fee / account holder | $4,131 | $4,826-14.4% | $8,357-50.6% | $4,296-3.8% |