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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 | $81,233-53.4% | $155,567-75.7% | $80,874-53.2% |
| Participation rate | 72.0% | 66.2%+5.8pp | 78.2%-6.2pp | 67.6%+4.4pp |
| Annual return | 15.08% | 33.33%-18.2pp | 64.74%-49.7pp | 35.62%-20.5pp |
| Employer contribution / active EE | $1,892 | $3,101-39.0% | $4,674-59.5% | $2,756-31.3% |
| Participant deferral / active EE | $4,516 | $3,452+30.8% | $5,628-19.8% | $4,297+5.1% |
| Admin fee / account holder | $1,728 | $7,998-78.4% | $15,916-89.1% | $6,935-75.1% |