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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 | $34,430 | $56,894-39.5% | $84,753-59.4% | $62,881-45.2% |
| Participation rate | 89.1% | 68.5%+20.6pp | 76.6%+12.5pp | 69.3%+19.8pp |
| Annual return | 6.96% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,320 | $2,400-45.0% | $3,574-63.1% | $2,281-42.1% |
| Participant deferral / active EE | $2,973 | $2,709+9.8% | $3,712-19.9% | $3,203-7.2% |
| Admin fee / account holder | $564 | $3,581-84.3% | $5,333-89.4% | $4,296-86.9% |