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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 | $35,620 | $65,367-45.5% | $92,915-61.7% | $72,976-51.2% |
| Participation rate | 88.9% | 68.3%+20.6pp | 76.0%+12.9pp | 69.5%+19.4pp |
| Annual return | 24.01% | 42.11%-18.1pp | 109.45%-85.4pp | 81.02%-57.0pp |
| Employer contribution / active EE | $2,757 | $2,594+6.3% | $3,653-24.5% | $2,440+13.0% |
| Participant deferral / active EE | $5,682 | $3,128+81.6% | $4,238+34.1% | $3,608+57.5% |
| Admin fee / account holder | $2,545 | $4,251-40.1% | $5,796-56.1% | $5,124-50.3% |