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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 | $35,334 | $65,712-46.2% | $57,196-38.2% | $273,972-87.1% |
| Participation rate | 86.7% | 78.3%+8.3pp | 75.3%+11.3pp | 83.0%+3.7pp |
| Annual return | 4.06% | 22.01%-17.9pp | 14.59%-10.5pp | 41.46%-37.4pp |
| Employer contribution / active EE | $1,193 | $3,280-63.6% | $2,683-55.5% | $4,869-75.5% |
| Participant deferral / active EE | $3,390 | $3,782-10.4% | $3,096+9.5% | $5,287-35.9% |
| Admin fee / account holder | $354 | $4,838-92.7% | $3,141-88.7% | $10,133-96.5% |