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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 | $35,354 | $106,749-66.9% | $145,433-75.7% | $82,448-57.1% |
| Participation rate | 73.3% | 75.6%-2.3pp | 82.1%-8.8pp | 68.1%+5.3pp |
| Annual return | 16.66% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,198 | $3,444-36.2% | $4,554-51.7% | $2,551-13.8% |
| Participant deferral / active EE | $3,618 | $6,519-44.5% | $7,897-54.2% | $4,139-12.6% |
| Admin fee / account holder | $6,867 | $8,390-18.2% | $13,129-47.7% | $7,234-5.1% |