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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 | $35,311 | $81,487-56.7% | $102,412-65.5% | $80,935-56.4% |
| Participation rate | 74.4% | 66.8%+7.5pp | 74.5%-0.1pp | 67.7%+6.7pp |
| Annual return | 10.93% | 25.60%-14.7pp | 24.94%-14.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $2,335 | $3,103-24.8% | $3,870-39.7% | $2,757-15.3% |
| Participant deferral / active EE | $1,929 | $3,871-50.2% | $5,060-61.9% | $4,299-55.1% |
| Admin fee / account holder | $1,305 | $6,717-80.6% | $8,388-84.4% | $6,924-81.2% |