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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 | $34,590 | $106,749-67.6% | $145,433-76.2% | $82,448-58.0% |
| Participation rate | 70.6% | 75.6%-5.1pp | 82.1%-11.5pp | 68.1%+2.5pp |
| Annual return | 44.92% | 27.59%+17.3pp | 66.58%-21.7pp | 41.64%+3.3pp |
| Employer contribution / active EE | $2,252 | $3,444-34.6% | $4,554-50.5% | $2,551-11.7% |
| Participant deferral / active EE | $4,142 | $6,519-36.5% | $7,897-47.5% | $4,139+0.1% |
| Admin fee / account holder | $2,713 | $8,390-67.7% | $13,129-79.3% | $7,234-62.5% |