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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 | $34,892 | $78,670-55.6% | $109,173-68.0% | $85,847-59.4% |
| Participation rate | 72.1% | 68.3%+3.8pp | 75.9%-3.8pp | 69.3%+2.8pp |
| Annual return | 16.70% | 25.09%-8.4pp | 25.75%-9.1pp | 318.61%-301.9pp |
| Employer contribution / active EE | $2,828 | $2,734+3.4% | $3,723-24.0% | $2,565+10.2% |
| Participant deferral / active EE | $5,604 | $3,467+61.6% | $4,654+20.4% | $3,952+41.8% |
| Admin fee / account holder | $4,169 | $5,469-23.8% | $6,755-38.3% | $6,261-33.4% |