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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 | $29,406 | $93,598-68.6% | $135,974-78.4% | $75,173-60.9% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 28.14% | 30.89%-2.8pp | 68.30%-40.2pp | 160.72%-132.6pp |
| Employer contribution / active EE | $2,294 | $3,538-35.2% | $4,859-52.8% | $2,671-14.1% |
| Participant deferral / active EE | $4,178 | $6,405-34.8% | $7,760-46.2% | $4,126+1.3% |
| Admin fee / account holder | $2,553 | $6,978-63.4% | $10,767-76.3% | $5,651-54.8% |