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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 | $34,532 | $76,551-54.9% | $123,894-72.1% | $62,881-45.1% |
| Participation rate | 80.0% | 73.0%+7.0pp | 81.4%-1.4pp | 69.3%+10.7pp |
| Annual return | 16.46% | 18.68%-2.2pp | 47.52%-31.1pp | 20.14%-3.7pp |
| Employer contribution / active EE | $782 | $2,882-72.9% | $4,617-83.1% | $2,281-65.7% |
| Participant deferral / active EE | $3,602 | $4,840-25.6% | $5,984-39.8% | $3,203+12.5% |
| Admin fee / account holder | $5,641 | $4,826+16.9% | $8,357-32.5% | $4,296+31.3% |