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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 | $29,296 | $78,423-62.6% | $95,964-69.5% | $79,856-63.3% |
| Participation rate | 84.2% | 73.5%+10.7pp | 77.1%+7.1pp | 69.6%+14.6pp |
| Annual return | 21.06% | 19.37%+1.7pp | 91.64%-70.6pp | 31.71%-10.6pp |
| Employer contribution / active EE | $1,785 | $1,945-8.3% | $2,541-29.8% | $2,471-27.8% |
| Participant deferral / active EE | $3,312 | $3,440-3.7% | $4,167-20.5% | $3,741-11.4% |
| Admin fee / account holder | $6,524 | $5,622+16.1% | $6,797-4.0% | $5,306+22.9% |