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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 | $35,347 | $98,760-64.2% | $149,715-76.4% | $79,858-55.7% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.5%+1.7pp | 69.6%+14.6pp |
| Annual return | 13.89% | 27.43%-13.5pp | 276.66%-262.8pp | 31.72%-17.8pp |
| Employer contribution / active EE | $2,653 | $3,217-17.5% | $4,645-42.9% | $2,471+7.4% |
| Participant deferral / active EE | $3,876 | $5,681-31.8% | $6,842-43.4% | $3,740+3.6% |
| Admin fee / account holder | $5,834 | $6,053-3.6% | $9,310-37.3% | $5,306+9.9% |