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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 | $38,045 | $106,864-64.4% | $147,318-74.2% | $82,637-54.0% |
| Participation rate | 85.0% | 75.5%+9.5pp | 82.1%+2.9pp | 68.1%+16.9pp |
| Annual return | 20.66% | 27.49%-6.8pp | 70.43%-49.8pp | 53.51%-32.8pp |
| Employer contribution / active EE | $2,720 | $3,417-20.4% | $4,593-40.8% | $2,552+6.6% |
| Participant deferral / active EE | $4,791 | $6,496-26.2% | $7,906-39.4% | $4,126+16.1% |
| Admin fee / account holder | $654 | $8,415-92.2% | $13,708-95.2% | $7,339-91.1% |