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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 | $32,549 | $65,367-50.2% | $92,915-65.0% | $72,976-55.4% |
| Participation rate | 85.7% | 68.3%+17.4pp | 76.0%+9.7pp | 69.5%+16.2pp |
| Annual return | 24.55% | 42.11%-17.6pp | 109.45%-84.9pp | 81.02%-56.5pp |
| Employer contribution / active EE | $2,394 | $2,594-7.7% | $3,653-34.5% | $2,440-1.9% |
| Participant deferral / active EE | $4,159 | $3,128+32.9% | $4,238-1.9% | $3,608+15.3% |
| Admin fee / account holder | $2,541 | $4,251-40.2% | $5,796-56.2% | $5,124-50.4% |