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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 | $34,989 | $48,078-27.2% | $78,676-55.5% | $62,881-44.4% |
| Participation rate | 88.0% | 65.2%+22.8pp | 73.6%+14.4pp | 69.3%+18.7pp |
| Annual return | 11.06% | 31.36%-20.3pp | 62.19%-51.1pp | 20.14%-9.1pp |
| Employer contribution / active EE | $1,319 | $2,015-34.5% | $2,850-53.7% | $2,281-42.2% |
| Participant deferral / active EE | $3,829 | $2,587+48.0% | $3,517+8.9% | $3,203+19.5% |
| Admin fee / account holder | $850 | $3,206-73.5% | $4,510-81.1% | $4,296-80.2% |