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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 | $33,741 | $88,360-61.8% | $145,433-76.8% | $67,986-50.4% |
| Participation rate | 86.1% | 65.5%+20.6pp | 82.1%+4.0pp | 57.2%+28.9pp |
| Annual return | 26.73% | 63.15%-36.4pp | 66.58%-39.8pp | 31.67%-4.9pp |
| Employer contribution / active EE | $2,943 | $3,054-3.6% | $4,554-35.4% | $2,019+45.8% |
| Participant deferral / active EE | $4,681 | $5,932-21.1% | $7,897-40.7% | $3,358+39.4% |
| Admin fee / account holder | $4,793 | $3,313+44.7% | $13,129-63.5% | $3,203+49.6% |