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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 | $56,843 | $93,598-39.3% | $135,974-58.2% | $75,173-24.4% |
| Participation rate | 76.6% | 75.2%+1.4pp | 81.9%-5.3pp | 67.2%+9.4pp |
| Annual return | 34.25% | 30.89%+3.4pp | 68.30%-34.1pp | 160.72%-126.5pp |
| Employer contribution / active EE | $2,399 | $3,538-32.2% | $4,859-50.6% | $2,671-10.2% |
| Participant deferral / active EE | $4,602 | $6,405-28.2% | $7,760-40.7% | $4,126+11.5% |
| Admin fee / account holder | $1,167 | $6,978-83.3% | $10,767-89.2% | $5,651-79.3% |