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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 | $33,367 | $81,331-59.0% | $155,534-78.5% | $80,935-58.8% |
| Participation rate | 71.7% | 66.3%+5.5pp | 78.2%-6.5pp | 67.7%+4.1pp |
| Annual return | 27.28% | 33.37%-6.1pp | 64.92%-37.6pp | 35.66%-8.4pp |
| Employer contribution / active EE | $1,630 | $3,105-47.5% | $4,675-65.1% | $2,757-40.9% |
| Participant deferral / active EE | $2,633 | $3,454-23.8% | $5,630-53.2% | $4,299-38.8% |
| Admin fee / account holder | $2,260 | $7,999-71.8% | $15,900-85.8% | $6,924-67.4% |