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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 | $32,527 | $58,493-44.4% | $84,021-61.3% | $72,975-55.4% |
| Participation rate | 78.8% | 61.2%+17.6pp | 69.0%+9.8pp | 69.5%+9.3pp |
| Annual return | 27.69% | 28.93%-1.2pp | 71.32%-43.6pp | 81.01%-53.3pp |
| Employer contribution / active EE | $4,648 | $1,163+299.7% | $1,984+134.3% | $2,440+90.5% |
| Participant deferral / active EE | $6,180 | $2,394+158.2% | $3,239+90.8% | $3,608+71.3% |
| Admin fee / account holder | $1,804 | $4,569-60.5% | $6,102-70.4% | $5,124-64.8% |