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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 | $34,908 | $73,978-52.8% | $96,515-63.8% | $75,173-53.6% |
| Participation rate | 70.0% | 66.4%+3.6pp | 74.3%-4.3pp | 67.2%+2.8pp |
| Annual return | 18.68% | 26.72%-8.0pp | 35.73%-17.0pp | 160.72%-142.0pp |
| Employer contribution / active EE | $1,572 | $2,931-46.4% | $3,740-58.0% | $2,671-41.1% |
| Participant deferral / active EE | $2,122 | $3,660-42.0% | $4,880-56.5% | $4,126-48.6% |
| Admin fee / account holder | $2,084 | $5,219-60.1% | $6,735-69.1% | $5,651-63.1% |