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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 | $35,616 | $81,331-56.2% | $155,534-77.1% | $80,935-56.0% |
| Participation rate | 91.5% | 66.3%+25.2pp | 78.2%+13.2pp | 67.7%+23.8pp |
| Annual return | 13.26% | 33.37%-20.1pp | 64.92%-51.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $2,490 | $3,105-19.8% | $4,675-46.7% | $2,757-9.7% |
| Participant deferral / active EE | $5,817 | $3,454+68.4% | $5,630+3.3% | $4,299+35.3% |
| Admin fee / account holder | $3,179 | $7,999-60.3% | $15,900-80.0% | $6,924-54.1% |