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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 | $33,428 | $81,331-58.9% | $155,534-78.5% | $80,935-58.7% |
| Participation rate | 85.4% | 66.3%+19.2pp | 78.2%+7.2pp | 67.7%+17.8pp |
| Annual return | 20.33% | 33.37%-13.0pp | 64.92%-44.6pp | 35.66%-15.3pp |
| Employer contribution / active EE | $4,053 | $3,105+30.5% | $4,675-13.3% | $2,757+47.0% |
| Participant deferral / active EE | $2,885 | $3,454-16.5% | $5,630-48.8% | $4,299-32.9% |
| Admin fee / account holder | $1,839 | $7,999-77.0% | $15,900-88.4% | $6,924-73.4% |