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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 | $35,716 | $91,559-61.0% | $133,978-73.3% | $79,856-55.3% |
| Participation rate | 90.2% | 73.3%+16.8pp | 79.8%+10.3pp | 69.6%+20.5pp |
| Annual return | 12.71% | 61.85%-49.1pp | 45.10%-32.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,688 | $2,384-29.2% | $3,919-56.9% | $2,471-31.7% |
| Participant deferral / active EE | $2,143 | $3,734-42.6% | $5,047-57.5% | $3,741-42.7% |
| Admin fee / account holder | $2,483 | $6,321-60.7% | $8,930-72.2% | $5,306-53.2% |