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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 | $38,918 | $93,617-58.4% | $135,982-71.4% | $75,177-48.2% |
| Participation rate | 72.7% | 75.2%-2.5pp | 81.9%-9.2pp | 67.2%+5.5pp |
| Annual return | 30.47% | 30.89%-0.4pp | 68.32%-37.9pp | 160.75%-130.3pp |
| Employer contribution / active EE | $3,140 | $3,538-11.3% | $4,859-35.4% | $2,671+17.5% |
| Participant deferral / active EE | $6,156 | $6,406-3.9% | $7,760-20.7% | $4,126+49.2% |
| Admin fee / account holder | $1,143 | $6,980-83.6% | $10,767-89.4% | $5,651-79.8% |