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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 | $34,741 | $81,276-57.3% | $155,574-77.7% | $80,925-57.1% |
| Participation rate | 92.5% | 66.2%+26.2pp | 78.2%+14.3pp | 67.7%+24.8pp |
| Annual return | 11.92% | 33.36%-21.4pp | 64.87%-52.9pp | 35.65%-23.7pp |
| Employer contribution / active EE | $3,586 | $3,103+15.6% | $4,676-23.3% | $2,756+30.1% |
| Participant deferral / active EE | $4,713 | $3,453+36.5% | $5,629-16.3% | $4,299+9.6% |
| Admin fee / account holder | $9,522 | $7,993+19.1% | $15,914-40.2% | $6,940+37.2% |