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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 | $35,911 | $87,834-59.1% | $133,975-73.2% | $62,881-42.9% |
| Participation rate | 79.7% | 83.4%-3.7pp | 87.1%-7.4pp | 69.3%+10.4pp |
| Annual return | 15.42% | 12.05%+3.4pp | 29.29%-13.9pp | 20.14%-4.7pp |
| Employer contribution / active EE | $4,336 | $3,482+24.5% | $5,211-16.8% | $2,281+90.1% |
| Participant deferral / active EE | $9,066 | $4,812+88.4% | $6,282+44.3% | $3,203+183.0% |
| Admin fee / account holder | $744 | $5,372-86.2% | $9,324-92.0% | $4,296-82.7% |