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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 | $40,670 | $125,797-67.7% | $170,028-76.1% | $75,181-45.9% |
| Participation rate | 73.0% | 83.6%-10.6pp | 87.0%-14.0pp | 67.2%+5.8pp |
| Annual return | 27.78% | 27.20%+0.6pp | 53.39%-25.6pp | 160.69%-132.9pp |
| Employer contribution / active EE | $2,909 | $4,616-37.0% | $6,788-57.1% | $2,671+8.9% |
| Participant deferral / active EE | $9,121 | $6,838+33.4% | $10,409-12.4% | $4,126+121.1% |
| Admin fee / account holder | $1,325 | $8,177-83.8% | $12,820-89.7% | $5,650-76.5% |