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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 | $30,142 | $69,977-56.9% | $108,582-72.2% | $62,881-52.1% |
| Participation rate | 78.6% | 72.9%+5.7pp | 79.6%-1.0pp | 69.3%+9.3pp |
| Annual return | 29.61% | 10.73%+18.9pp | -51.70%+81.3pp | 20.14%+9.5pp |
| Employer contribution / active EE | $1,172 | $2,135-45.1% | $3,758-68.8% | $2,281-48.6% |
| Participant deferral / active EE | $1,975 | $3,165-37.6% | $4,311-54.2% | $3,203-38.3% |
| Admin fee / account holder | $5,038 | $5,076-0.8% | $7,645-34.1% | $4,296+17.3% |