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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 | $34,833 | $78,197-55.5% | $98,090-64.5% | $82,637-57.8% |
| Participation rate | 97.9% | 77.5%+20.4pp | 81.5%+16.4pp | 68.1%+29.9pp |
| Annual return | 23.25% | 40.25%-17.0pp | 37.05%-13.8pp | 53.51%-30.3pp |
| Employer contribution / active EE | $791 | $2,605-69.6% | $3,606-78.1% | $2,552-69.0% |
| Participant deferral / active EE | $9,646 | $6,636+45.4% | $7,845+23.0% | $4,126+133.8% |
| Admin fee / account holder | $12,783 | $14,832-13.8% | $11,815+8.2% | $7,339+74.2% |