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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 | $37,648 | $54,757-31.2% | $90,304-58.3% | $72,975-48.4% |
| Participation rate | 80.8% | 65.2%+15.6pp | 73.3%+7.5pp | 69.5%+11.3pp |
| Annual return | 17.59% | 30.63%-13.0pp | 78.13%-60.5pp | 81.01%-63.4pp |
| Employer contribution / active EE | $4,955 | $2,093+136.7% | $2,855+73.5% | $2,440+103.1% |
| Participant deferral / active EE | $3,532 | $2,887+22.4% | $3,885-9.1% | $3,608-2.1% |
| Admin fee / account holder | $5,863 | $3,973+47.6% | $5,354+9.5% | $5,124+14.4% |