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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 | $34,885 | $90,400-61.4% | $186,193-81.3% | $87,485-60.1% |
| Participation rate | 88.0% | 66.2%+21.8pp | 77.1%+10.9pp | 68.9%+19.1pp |
| Annual return | 17.15% | 22.15%-5.0pp | 78.03%-60.9pp | 26.06%-8.9pp |
| Employer contribution / active EE | $911 | $2,170-58.0% | $3,918-76.7% | $2,596-64.9% |
| Participant deferral / active EE | $5,911 | $4,330+36.5% | $6,513-9.2% | $4,274+38.3% |
| Admin fee / account holder | $728 | $8,673-91.6% | $11,058-93.4% | $7,775-90.6% |