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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 | $31,954 | $83,485-61.7% | $125,192-74.5% | $72,975-56.2% |
| Participation rate | 74.2% | 73.3%+0.9pp | 79.8%-5.6pp | 69.5%+4.7pp |
| Annual return | 23.56% | 25.77%-2.2pp | 43.79%-20.2pp | 81.01%-57.5pp |
| Employer contribution / active EE | $2,563 | $2,346+9.3% | $3,866-33.7% | $2,440+5.0% |
| Participant deferral / active EE | $3,873 | $3,586+8.0% | $4,937-21.6% | $3,608+7.4% |
| Admin fee / account holder | $1,847 | $5,518-66.5% | $9,704-81.0% | $5,124-64.0% |