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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 | $34,779 | $68,573-49.3% | $120,368-71.1% | $80,874-57.0% |
| Participation rate | 92.9% | 61.6%+31.3pp | 71.9%+21.0pp | 67.6%+25.2pp |
| Annual return | 17.79% | 23.61%-5.8pp | 107.26%-89.5pp | 35.62%-17.8pp |
| Employer contribution / active EE | $1,782 | $2,052-13.2% | $3,465-48.6% | $2,756-35.3% |
| Participant deferral / active EE | $3,810 | $3,174+20.0% | $4,991-23.7% | $4,297-11.3% |
| Admin fee / account holder | $1,178 | $5,734-79.5% | $9,429-87.5% | $6,935-83.0% |