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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 | $34,634 | $106,864-67.6% | $147,318-76.5% | $82,637-58.1% |
| Participation rate | 77.1% | 75.5%+1.6pp | 82.1%-4.9pp | 68.1%+9.1pp |
| Annual return | 18.16% | 27.49%-9.3pp | 70.43%-52.3pp | 53.51%-35.3pp |
| Employer contribution / active EE | $815 | $3,417-76.1% | $4,593-82.3% | $2,552-68.1% |
| Participant deferral / active EE | $5,238 | $6,496-19.4% | $7,906-33.7% | $4,126+26.9% |
| Admin fee / account holder | $1,232 | $8,415-85.4% | $13,708-91.0% | $7,339-83.2% |