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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 | $33,346 | $99,345-66.4% | $84,753-60.7% | $273,972-87.8% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 12.12% | 22.93%-10.8pp | 22.78%-10.7pp | 41.46%-29.3pp |
| Employer contribution / active EE | $1,559 | $4,214-63.0% | $3,574-56.4% | $4,869-68.0% |
| Participant deferral / active EE | $6,209 | $4,270+45.4% | $3,712+67.3% | $5,287+17.4% |
| Admin fee / account holder | $1,040 | $6,645-84.4% | $5,333-80.5% | $10,133-89.7% |