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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 | $37,858 | $81,358-53.5% | $155,556-75.7% | $80,959-53.2% |
| Participation rate | 72.0% | 66.3%+5.7pp | 78.2%-6.2pp | 67.7%+4.3pp |
| Annual return | 15.08% | 33.39%-18.3pp | 64.84%-49.8pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,892 | $3,106-39.1% | $4,675-59.5% | $2,757-31.4% |
| Participant deferral / active EE | $4,516 | $3,455+30.7% | $5,631-19.8% | $4,300+5.0% |
| Admin fee / account holder | $1,728 | $7,994-78.4% | $15,885-89.1% | $6,925-75.0% |