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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 | $37,652 | $98,776-61.9% | $149,745-74.9% | $79,856-52.8% |
| Participation rate | 75.6% | 75.8%-0.2pp | 82.5%-6.9pp | 69.6%+6.0pp |
| Annual return | 19.00% | 27.38%-8.4pp | 276.72%-257.7pp | 31.71%-12.7pp |
| Employer contribution / active EE | $3,652 | $3,217+13.5% | $4,646-21.4% | $2,471+47.8% |
| Participant deferral / active EE | $6,860 | $5,681+20.7% | $6,843+0.2% | $3,741+83.4% |
| Admin fee / account holder | $1,023 | $6,053-83.1% | $9,312-89.0% | $5,306-80.7% |