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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 | $38,516 | $77,638-50.4% | $156,551-75.4% | $62,881-38.7% |
| Participation rate | 70.4% | 71.2%-0.8pp | 84.0%-13.6pp | 69.3%+1.1pp |
| Annual return | 14.02% | 50.33%-36.3pp | 32.23%-18.2pp | 20.14%-6.1pp |
| Employer contribution / active EE | $1,865 | $3,444-45.8% | $5,501-66.1% | $2,281-18.2% |
| Participant deferral / active EE | $3,712 | $3,046+21.9% | $4,871-23.8% | $3,203+15.9% |
| Admin fee / account holder | $885 | $5,561-84.1% | $13,028-93.2% | $4,296-79.4% |