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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 | $34,503 | $79,449-56.6% | $189,597-81.8% | $85,851-59.8% |
| Participation rate | 74.5% | 66.0%+8.5pp | 78.4%-4.0pp | 69.3%+5.1pp |
| Annual return | 18.23% | 18.45%-0.2pp | 64.20%-46.0pp | 318.63%-300.4pp |
| Employer contribution / active EE | $2,367 | $2,081+13.7% | $4,412-46.4% | $2,565-7.8% |
| Participant deferral / active EE | $5,400 | $4,051+33.3% | $6,174-12.5% | $3,952+36.6% |
| Admin fee / account holder | $6,158 | $5,377+14.5% | $9,807-37.2% | $6,261-1.6% |