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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 | $35,101 | $58,099-39.6% | $76,872-54.3% | $75,173-53.3% |
| Participation rate | 83.3% | 63.9%+19.4pp | 69.6%+13.7pp | 67.2%+16.1pp |
| Annual return | 22.03% | 26.71%-4.7pp | 37.90%-15.9pp | 160.72%-138.7pp |
| Employer contribution / active EE | $2,263 | $1,996+13.4% | $2,533-10.7% | $2,671-15.3% |
| Participant deferral / active EE | $3,433 | $2,999+14.5% | $3,832-10.4% | $4,126-16.8% |
| Admin fee / account holder | $3,678 | $4,778-23.0% | $5,476-32.8% | $5,651-34.9% |