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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 | $106,524-67.4% | $152,301-77.2% | $87,485-60.3% |
| Participation rate | 73.2% | 75.8%-2.5pp | 82.4%-9.2pp | 68.9%+4.3pp |
| Annual return | 33.81% | 26.89%+6.9pp | 80.50%-46.7pp | 26.06%+7.7pp |
| Employer contribution / active EE | $2,003 | $3,371-40.6% | $4,624-56.7% | $2,596-22.8% |
| Participant deferral / active EE | $5,255 | $6,525-19.5% | $8,004-34.3% | $4,274+23.0% |
| Admin fee / account holder | $1,248 | $8,287-84.9% | $14,398-91.3% | $7,775-83.9% |