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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 | $32,110 | $57,541-44.2% | $95,740-66.5% | $75,173-57.3% |
| Participation rate | 75.3% | 62.5%+12.8pp | 72.3%+3.0pp | 67.2%+8.1pp |
| Annual return | 24.45% | 34.93%-10.5pp | 28.41%-4.0pp | 160.72%-136.3pp |
| Employer contribution / active EE | $2,141 | $1,808+18.4% | $2,836-24.5% | $2,671-19.8% |
| Participant deferral / active EE | $3,933 | $3,074+27.9% | $4,244-7.3% | $4,126-4.7% |
| Admin fee / account holder | $6,790 | $4,099+65.7% | $5,676+19.6% | $5,651+20.2% |