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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 | $33,313 | $76,551-56.5% | $123,894-73.1% | $62,881-47.0% |
| Participation rate | 75.0% | 73.0%+2.0pp | 81.4%-6.4pp | 69.3%+5.7pp |
| Annual return | 9.49% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $3,122 | $2,882+8.3% | $4,617-32.4% | $2,281+36.9% |
| Participant deferral / active EE | $5,680 | $4,840+17.4% | $5,984-5.1% | $3,203+77.3% |
| Admin fee / account holder | $2,160 | $4,826-55.2% | $8,357-74.2% | $4,296-49.7% |