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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 | $81,358-56.7% | $155,556-77.3% | $80,959-56.4% |
| Participation rate | 84.6% | 66.3%+18.4pp | 78.2%+6.4pp | 67.7%+16.9pp |
| Annual return | 11.56% | 33.39%-21.8pp | 64.84%-53.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $2,911 | $3,106-6.3% | $4,675-37.7% | $2,757+5.6% |
| Participant deferral / active EE | $5,217 | $3,455+51.0% | $5,631-7.3% | $4,300+21.3% |
| Admin fee / account holder | $1,703 | $7,994-78.7% | $15,885-89.3% | $6,925-75.4% |