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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 | $32,894 | $77,814-57.7% | $158,223-79.2% | $86,983-62.2% |
| Participation rate | 72.0% | 68.4%+3.6pp | 79.2%-7.2pp | 69.5%+2.5pp |
| Annual return | 15.16% | 30.54%-15.4pp | 52.09%-36.9pp | 25.83%-10.7pp |
| Employer contribution / active EE | $3,667 | $2,592+41.5% | $4,109-10.7% | $2,584+41.9% |
| Participant deferral / active EE | $1,784 | $3,270-45.4% | $5,467-67.4% | $4,194-57.5% |
| Admin fee / account holder | $1,754 | $5,879-70.2% | $16,047-89.1% | $7,856-77.7% |