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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 | $33,399 | $65,367-48.9% | $92,915-64.1% | $72,976-54.2% |
| Participation rate | 74.7% | 68.3%+6.4pp | 76.0%-1.3pp | 69.5%+5.2pp |
| Annual return | 31.58% | 42.11%-10.5pp | 109.45%-77.9pp | 81.02%-49.4pp |
| Employer contribution / active EE | $2,602 | $2,594+0.3% | $3,653-28.8% | $2,440+6.7% |
| Participant deferral / active EE | $5,501 | $3,128+75.9% | $4,238+29.8% | $3,608+52.5% |
| Admin fee / account holder | $2,913 | $4,251-31.5% | $5,796-49.7% | $5,124-43.2% |