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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 | $35,214 | $58,512-39.8% | $84,020-58.1% | $72,983-51.8% |
| Participation rate | 71.4% | 61.2%+10.2pp | 69.0%+2.4pp | 69.5%+1.9pp |
| Annual return | 17.21% | 28.93%-11.7pp | 71.31%-54.1pp | 81.01%-63.8pp |
| Employer contribution / active EE | $1,585 | $1,163+36.3% | $1,984-20.1% | $2,440-35.0% |
| Participant deferral / active EE | $3,670 | $2,394+53.3% | $3,239+13.3% | $3,608+1.7% |
| Admin fee / account holder | $28,003 | $4,569+512.9% | $6,101+359.0% | $5,124+446.5% |