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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 | $30,601 | $77,901-60.7% | $149,717-79.6% | $75,181-59.3% |
| Participation rate | 75.5% | 65.6%+9.9pp | 78.8%-3.3pp | 67.2%+8.3pp |
| Annual return | 36.58% | 31.73%+4.9pp | 134.41%-97.8pp | 160.69%-124.1pp |
| Employer contribution / active EE | $1,836 | $3,137-41.5% | $4,820-61.9% | $2,671-31.2% |
| Participant deferral / active EE | $4,358 | $3,411+27.8% | $5,682-23.3% | $4,126+5.6% |
| Admin fee / account holder | $1,552 | $5,949-73.9% | $13,213-88.3% | $5,650-72.5% |