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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% | $170,057-76.1% | $75,177-45.9% |
| Participation rate | 73.0% | 83.6%-10.6pp | 87.0%-14.0pp | 67.2%+5.8pp |
| Annual return | 27.78% | 27.20%+0.6pp | 53.42%-25.6pp | 160.75%-133.0pp |
| Employer contribution / active EE | $2,909 | $4,616-37.0% | $6,790-57.2% | $2,671+8.9% |
| Participant deferral / active EE | $9,121 | $6,838+33.4% | $10,411-12.4% | $4,126+121.0% |
| Admin fee / account holder | $1,325 | $8,177-83.8% | $12,826-89.7% | $5,651-76.6% |