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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 | $34,356 | $72,486-52.6% | $87,103-60.6% | $72,976-52.9% |
| Participation rate | 76.7% | 72.8%+3.9pp | 76.9%-0.2pp | 69.5%+7.2pp |
| Annual return | 39.82% | 24.46%+15.4pp | 28.19%+11.6pp | 81.02%-41.2pp |
| Employer contribution / active EE | $2,262 | $1,894+19.5% | $2,521-10.3% | $2,440-7.3% |
| Participant deferral / active EE | $4,655 | $3,270+42.4% | $4,049+15.0% | $3,608+29.0% |
| Admin fee / account holder | $1,580 | $5,055-68.7% | $7,491-78.9% | $5,124-69.2% |