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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 | $39,223 | $86,891-54.9% | $142,516-72.5% | $75,173-47.8% |
| Participation rate | 82.1% | 68.5%+13.6pp | 76.8%+5.4pp | 67.2%+14.9pp |
| Annual return | 25.79% | 23.31%+2.5pp | 19.99%+5.8pp | 160.72%-134.9pp |
| Employer contribution / active EE | $2,723 | $3,355-18.8% | $4,849-43.8% | $2,671+2.0% |
| Participant deferral / active EE | $4,132 | $4,938-16.3% | $6,280-34.2% | $4,126+0.1% |
| Admin fee / account holder | $7,225 | $7,299-1.0% | $10,008-27.8% | $5,651+27.9% |