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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 | $34,240 | $65,367-47.6% | $92,915-63.1% | $72,976-53.1% |
| Participation rate | 72.0% | 68.3%+3.7pp | 76.0%-4.0pp | 69.5%+2.5pp |
| Annual return | 20.26% | 42.11%-21.8pp | 109.45%-89.2pp | 81.02%-60.8pp |
| Employer contribution / active EE | $710 | $2,594-72.6% | $3,653-80.6% | $2,440-70.9% |
| Participant deferral / active EE | $3,264 | $3,128+4.4% | $4,238-23.0% | $3,608-9.5% |
| Admin fee / account holder | $909 | $4,251-78.6% | $5,796-84.3% | $5,124-82.3% |