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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 | $81,262-56.8% | $155,602-77.4% | $80,911-56.6% |
| Participation rate | 71.8% | 66.2%+5.6pp | 78.2%-6.4pp | 67.6%+4.1pp |
| Annual return | 12.64% | 33.34%-20.7pp | 64.81%-52.2pp | 35.63%-23.0pp |
| Employer contribution / active EE | $1,724 | $3,102-44.4% | $4,675-63.1% | $2,756-37.4% |
| Participant deferral / active EE | $3,229 | $3,451-6.5% | $5,629-42.6% | $4,297-24.9% |
| Admin fee / account holder | $4,662 | $7,992-41.7% | $15,923-70.7% | $6,935-32.8% |