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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 | $34,186 | $81,504-58.1% | $102,437-66.6% | $80,959-57.8% |
| Participation rate | 74.4% | 66.9%+7.6pp | 74.5%-0.1pp | 67.7%+6.8pp |
| Annual return | 14.56% | 25.60%-11.0pp | 24.95%-10.4pp | 35.67%-21.1pp |
| Employer contribution / active EE | $2,195 | $3,104-29.3% | $3,871-43.3% | $2,757-20.4% |
| Participant deferral / active EE | $5,273 | $3,871+36.2% | $5,060+4.2% | $4,300+22.6% |
| Admin fee / account holder | $1,000 | $6,719-85.1% | $8,388-88.1% | $6,925-85.6% |