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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 | $68,852-49.5% | $120,524-71.1% | $80,925-57.0% |
| Participation rate | 92.9% | 61.6%+31.2pp | 71.9%+20.9pp | 67.7%+25.2pp |
| Annual return | 17.79% | 23.67%-5.9pp | 107.36%-89.6pp | 35.65%-17.9pp |
| Employer contribution / active EE | $1,782 | $2,063-13.6% | $3,469-48.6% | $2,756-35.4% |
| Participant deferral / active EE | $3,810 | $3,187+19.6% | $4,994-23.7% | $4,299-11.4% |
| Admin fee / account holder | $1,178 | $5,781-79.6% | $9,440-87.5% | $6,940-83.0% |