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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 | $37,598 | $99,875-62.4% | $146,866-74.4% | $86,983-56.8% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 19.41% | 28.10%-8.7pp | 102.85%-83.4pp | 25.83%-6.4pp |
| Employer contribution / active EE | $3,112 | $3,224-3.5% | $4,425-29.7% | $2,584+20.4% |
| Participant deferral / active EE | $7,593 | $6,322+20.1% | $7,759-2.1% | $4,194+81.0% |
| Admin fee / account holder | $2,724 | $7,838-65.2% | $13,620-80.0% | $7,856-65.3% |