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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 | $34,531 | $56,894-39.3% | $84,753-59.3% | $62,881-45.1% |
| Participation rate | 70.0% | 68.5%+1.5pp | 76.6%-6.6pp | 69.3%+0.7pp |
| Annual return | 4.56% | 6.30%-1.7pp | 22.78%-18.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $463 | $2,400-80.7% | $3,574-87.0% | $2,281-79.7% |
| Participant deferral / active EE | $3,444 | $2,709+27.1% | $3,712-7.2% | $3,203+7.5% |
| Admin fee / account holder | $3,010 | $3,581-15.9% | $5,333-43.6% | $4,296-29.9% |