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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 | $34,025 | $91,559-62.8% | $133,971-74.6% | $79,852-57.4% |
| Participation rate | 77.6% | 73.3%+4.2pp | 79.8%-2.3pp | 69.6%+7.9pp |
| Annual return | 19.94% | 61.85%-41.9pp | 45.09%-25.2pp | 31.72%-11.8pp |
| Employer contribution / active EE | $2,600 | $2,384+9.1% | $3,919-33.7% | $2,471+5.2% |
| Participant deferral / active EE | $5,305 | $3,734+42.1% | $5,047+5.1% | $3,740+41.8% |
| Admin fee / account holder | $7,952 | $6,321+25.8% | $8,929-10.9% | $5,306+49.9% |