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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 | $34,431 | $46,732-26.3% | $156,551-78.0% | $55,167-37.6% |
| Participation rate | 83.7% | 65.8%+17.9pp | 84.0%-0.3pp | 69.0%+14.7pp |
| Annual return | 7.05% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,611 | $2,105-23.5% | $5,501-70.7% | $1,963-17.9% |
| Participant deferral / active EE | $2,217 | $2,204+0.6% | $4,871-54.5% | $3,054-27.4% |
| Admin fee / account holder | $3,774 | $418+802.0% | $13,028-71.0% | $504+648.9% |