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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 | $33,150 | $65,027-49.0% | $90,970-63.6% | $79,852-58.5% |
| Participation rate | 96.3% | 61.6%+34.7pp | 69.0%+27.3pp | 69.6%+26.7pp |
| Annual return | 12.90% | 30.45%-17.6pp | 134.58%-121.7pp | 31.72%-18.8pp |
| Employer contribution / active EE | $2,169 | $1,247+73.9% | $2,122+2.2% | $2,471-12.2% |
| Participant deferral / active EE | $3,883 | $2,512+54.6% | $3,373+15.1% | $3,740+3.8% |
| Admin fee / account holder | $1,482 | $4,535-67.3% | $5,960-75.1% | $5,306-72.1% |