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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 | $34,743 | $106,749-67.5% | $145,433-76.1% | $82,448-57.9% |
| Participation rate | 73.2% | 75.6%-2.4pp | 82.1%-8.9pp | 68.1%+5.1pp |
| Annual return | 33.81% | 27.59%+6.2pp | 66.58%-32.8pp | 41.64%-7.8pp |
| Employer contribution / active EE | $2,003 | $3,444-41.8% | $4,554-56.0% | $2,551-21.5% |
| Participant deferral / active EE | $5,255 | $6,519-19.4% | $7,897-33.5% | $4,139+27.0% |
| Admin fee / account holder | $1,248 | $8,390-85.1% | $13,129-90.5% | $7,234-82.7% |