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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 | $33,285 | $94,031-64.6% | $115,768-71.2% | $82,448-59.6% |
| Participation rate | 90.9% | 70.4%+20.5pp | 74.4%+16.5pp | 68.1%+22.8pp |
| Annual return | 15.55% | 20.61%-5.1pp | 100.46%-84.9pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,429 | $2,323-38.5% | $2,940-51.4% | $2,551-44.0% |
| Participant deferral / active EE | $3,998 | $3,972+0.7% | $4,917-18.7% | $4,139-3.4% |
| Admin fee / account holder | $3,348 | $10,249-67.3% | $12,439-73.1% | $7,234-53.7% |