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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 | $38,042 | $81,276-53.2% | $155,574-75.5% | $80,925-53.0% |
| Participation rate | 76.3% | 66.2%+10.1pp | 78.2%-1.9pp | 67.7%+8.7pp |
| Annual return | 16.69% | 33.36%-16.7pp | 64.87%-48.2pp | 35.65%-19.0pp |
| Employer contribution / active EE | $1,104 | $3,103-64.4% | $4,676-76.4% | $2,756-59.9% |
| Participant deferral / active EE | $3,691 | $3,453+6.9% | $5,629-34.4% | $4,299-14.1% |
| Admin fee / account holder | $1,667 | $7,993-79.1% | $15,914-89.5% | $6,940-76.0% |