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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 | $34,360 | $77,460-55.6% | $100,378-65.8% | $80,925-57.5% |
| Participation rate | 89.2% | 76.9%+12.2pp | 81.5%+7.7pp | 67.7%+21.5pp |
| Annual return | 13.18% | 37.24%-24.1pp | 49.41%-36.2pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,363 | $2,801-51.3% | $3,942-65.4% | $2,756-50.5% |
| Participant deferral / active EE | $3,232 | $6,818-52.6% | $8,087-60.0% | $4,299-24.8% |
| Admin fee / account holder | $5,975 | $5,887+1.5% | $7,899-24.4% | $6,940-13.9% |