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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 | $41,012 | $64,324-36.2% | $118,946-65.5% | $79,852-48.6% |
| Participation rate | 88.9% | 64.9%+24.0pp | 75.4%+13.5pp | 69.6%+19.3pp |
| Annual return | 32.97% | 86.45%-53.5pp | 35.89%-2.9pp | 31.72%+1.3pp |
| Employer contribution / active EE | $2,844 | $1,836+54.9% | $3,263-12.8% | $2,471+15.1% |
| Participant deferral / active EE | $7,805 | $2,824+176.4% | $4,266+83.0% | $3,740+108.7% |
| Admin fee / account holder | $1,097 | $4,040-72.9% | $6,581-83.3% | $5,306-79.3% |