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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 | $34,750 | $46,072-24.6% | $69,779-50.2% | $55,167-37.0% |
| Participation rate | 70.1% | 67.5%+2.6pp | 71.8%-1.7pp | 69.0%+1.1pp |
| Annual return | 10.41% | 8.68%+1.7pp | 12.99%-2.6pp | 169.23%-158.8pp |
| Employer contribution / active EE | $1,209 | $1,500-19.4% | $2,338-48.3% | $1,963-38.4% |
| Participant deferral / active EE | $4,012 | $2,344+71.2% | $2,931+36.9% | $3,054+31.4% |
| Admin fee / account holder | $3,946 | $428+822.7% | $4,381-9.9% | $504+683.0% |