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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 | $36,558 | $58,523-37.5% | $99,479-63.3% | $72,976-49.9% |
| Participation rate | 76.2% | 64.6%+11.6pp | 73.8%+2.4pp | 69.5%+6.7pp |
| Annual return | 22.22% | 28.51%-6.3pp | 30.72%-8.5pp | 81.02%-58.8pp |
| Employer contribution / active EE | $4,289 | $1,512+183.6% | $2,540+68.8% | $2,440+75.8% |
| Participant deferral / active EE | $1,722 | $2,606-33.9% | $3,619-52.4% | $3,608-52.3% |
| Admin fee / account holder | $1,460 | $4,102-64.4% | $6,253-76.7% | $5,124-71.5% |