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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 | $30,088 | $81,358-63.0% | $155,556-80.7% | $80,959-62.8% |
| Participation rate | 70.9% | 66.3%+4.6pp | 78.2%-7.3pp | 67.7%+3.2pp |
| Annual return | 11.78% | 33.39%-21.6pp | 64.84%-53.1pp | 35.67%-23.9pp |
| Employer contribution / active EE | $2,597 | $3,106-16.4% | $4,675-44.5% | $2,757-5.8% |
| Participant deferral / active EE | $1,243 | $3,455-64.0% | $5,631-77.9% | $4,300-71.1% |
| Admin fee / account holder | $4,465 | $7,994-44.1% | $15,885-71.9% | $6,925-35.5% |