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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 | $34,718 | $77,472-55.2% | $100,392-65.4% | $80,935-57.1% |
| Participation rate | 76.0% | 76.9%-0.9pp | 81.5%-5.5pp | 67.7%+8.3pp |
| Annual return | 15.85% | 37.26%-21.4pp | 49.45%-33.6pp | 35.66%-19.8pp |
| Employer contribution / active EE | $2,261 | $2,800-19.3% | $3,941-42.6% | $2,757-18.0% |
| Participant deferral / active EE | $7,409 | $6,818+8.7% | $8,090-8.4% | $4,299+72.3% |
| Admin fee / account holder | $9,207 | $5,885+56.5% | $7,904+16.5% | $6,924+33.0% |