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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 | $32,793 | $81,334-59.7% | $113,397-71.1% | $64,097-48.8% |
| Participation rate | 99.2% | 65.6%+33.6pp | 76.5%+22.7pp | 55.2%+44.0pp |
| Annual return | 18.28% | 32.50%-14.2pp | 23.20%-4.9pp | 34.64%-16.4pp |
| Employer contribution / active EE | $3,426 | $2,077+65.0% | $2,977+15.1% | $1,891+81.1% |
| Participant deferral / active EE | $7,035 | $3,795+85.4% | $5,076+38.6% | $3,080+128.4% |
| Admin fee / account holder | $2,330 | $4,208-44.6% | $11,957-80.5% | $3,454-32.5% |