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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 | $77,460-55.2% | $100,378-65.4% | $80,925-57.1% |
| Participation rate | 76.0% | 76.9%-0.9pp | 81.5%-5.5pp | 67.7%+8.3pp |
| Annual return | 15.85% | 37.24%-21.4pp | 49.41%-33.6pp | 35.65%-19.8pp |
| Employer contribution / active EE | $2,261 | $2,801-19.3% | $3,942-42.6% | $2,756-18.0% |
| Participant deferral / active EE | $7,409 | $6,818+8.7% | $8,087-8.4% | $4,299+72.3% |
| Admin fee / account holder | $9,207 | $5,887+56.4% | $7,899+16.6% | $6,940+32.7% |