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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 | $33,457 | $91,198-63.3% | $178,503-81.3% | $79,856-58.1% |
| Participation rate | 94.5% | 69.2%+25.3pp | 81.9%+12.6pp | 69.6%+24.9pp |
| Annual return | 29.48% | 24.20%+5.3pp | 151.12%-121.6pp | 31.71%-2.2pp |
| Employer contribution / active EE | $2,337 | $3,257-28.2% | $5,011-53.4% | $2,471-5.4% |
| Participant deferral / active EE | $5,478 | $3,237+69.3% | $5,202+5.3% | $3,741+46.5% |
| Admin fee / account holder | $2,197 | $6,748-67.4% | $13,987-84.3% | $5,306-58.6% |