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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 | $35,269 | $81,276-56.6% | $155,574-77.3% | $80,925-56.4% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.7%+17.0pp |
| Annual return | 11.56% | 33.36%-21.8pp | 64.87%-53.3pp | 35.65%-24.1pp |
| Employer contribution / active EE | $2,911 | $3,103-6.2% | $4,676-37.8% | $2,756+5.6% |
| Participant deferral / active EE | $5,217 | $3,453+51.1% | $5,629-7.3% | $4,299+21.4% |
| Admin fee / account holder | $1,703 | $7,993-78.7% | $15,914-89.3% | $6,940-75.5% |