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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 | $33,648 | $81,276-58.6% | $155,574-78.4% | $80,925-58.4% |
| Participation rate | 88.1% | 66.2%+21.8pp | 78.2%+9.9pp | 67.7%+20.4pp |
| Annual return | 12.95% | 33.36%-20.4pp | 64.87%-51.9pp | 35.65%-22.7pp |
| Employer contribution / active EE | $1,806 | $3,103-41.8% | $4,676-61.4% | $2,756-34.5% |
| Participant deferral / active EE | $4,396 | $3,453+27.3% | $5,629-21.9% | $4,299+2.3% |
| Admin fee / account holder | $4,402 | $7,993-44.9% | $15,914-72.3% | $6,940-36.6% |