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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 | $35,568 | $75,541-52.9% | $152,093-76.6% | $82,637-57.0% |
| Participation rate | 70.5% | 66.5%+4.0pp | 77.8%-7.3pp | 68.1%+2.5pp |
| Annual return | 16.20% | 32.56%-16.4pp | 66.36%-50.2pp | 53.51%-37.3pp |
| Employer contribution / active EE | $1,615 | $2,622-38.4% | $4,175-61.3% | $2,552-36.7% |
| Participant deferral / active EE | $2,942 | $3,206-8.2% | $5,451-46.0% | $4,126-28.7% |
| Admin fee / account holder | $1,700 | $6,405-73.5% | $14,497-88.3% | $7,339-76.8% |