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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 | $35,213 | $77,814-54.7% | $158,223-77.7% | $86,983-59.5% |
| Participation rate | 73.0% | 68.4%+4.6pp | 79.2%-6.2pp | 69.5%+3.4pp |
| Annual return | 12.37% | 30.54%-18.2pp | 52.09%-39.7pp | 25.83%-13.5pp |
| Employer contribution / active EE | $3,522 | $2,592+35.9% | $4,109-14.3% | $2,584+36.3% |
| Participant deferral / active EE | $4,701 | $3,270+43.8% | $5,467-14.0% | $4,194+12.1% |
| Admin fee / account holder | $3,064 | $5,879-47.9% | $16,047-80.9% | $7,856-61.0% |