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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 | $81,276-63.0% | $155,574-80.7% | $80,925-62.8% |
| Participation rate | 70.9% | 66.2%+4.7pp | 78.2%-7.3pp | 67.7%+3.3pp |
| Annual return | 11.78% | 33.36%-21.6pp | 64.87%-53.1pp | 35.65%-23.9pp |
| Employer contribution / active EE | $2,597 | $3,103-16.3% | $4,676-44.5% | $2,756-5.8% |
| Participant deferral / active EE | $1,243 | $3,453-64.0% | $5,629-77.9% | $4,299-71.1% |
| Admin fee / account holder | $4,465 | $7,993-44.1% | $15,914-71.9% | $6,940-35.7% |