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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 | $35,103 | $81,276-56.8% | $155,574-77.4% | $80,925-56.6% |
| Participation rate | 71.8% | 66.2%+5.5pp | 78.2%-6.4pp | 67.7%+4.1pp |
| Annual return | 12.64% | 33.36%-20.7pp | 64.87%-52.2pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,724 | $3,103-44.4% | $4,676-63.1% | $2,756-37.5% |
| Participant deferral / active EE | $3,229 | $3,453-6.5% | $5,629-42.6% | $4,299-24.9% |
| Admin fee / account holder | $4,662 | $7,993-41.7% | $15,914-70.7% | $6,940-32.8% |