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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 | $37,035 | $93,598-60.4% | $135,974-72.8% | $75,173-50.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 17.20% | 30.89%-13.7pp | 68.30%-51.1pp | 160.72%-143.5pp |
| Employer contribution / active EE | $1,081 | $3,538-69.5% | $4,859-77.8% | $2,671-59.5% |
| Participant deferral / active EE | $4,003 | $6,405-37.5% | $7,760-48.4% | $4,126-3.0% |
| Admin fee / account holder | $3,122 | $6,978-55.3% | $10,767-71.0% | $5,651-44.7% |