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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 | $36,557 | $93,345-60.8% | $119,126-69.3% | $87,485-58.2% |
| Participation rate | 71.7% | 68.7%+2.9pp | 75.8%-4.1pp | 68.9%+2.7pp |
| Annual return | 17.73% | 19.08%-1.4pp | 282.11%-264.4pp | 26.06%-8.3pp |
| Employer contribution / active EE | $3,408 | $3,172+7.5% | $4,034-15.5% | $2,596+31.3% |
| Participant deferral / active EE | $5,622 | $4,099+37.2% | $5,318+5.7% | $4,274+31.5% |
| Admin fee / account holder | $6,313 | $8,039-21.5% | $10,693-41.0% | $7,775-18.8% |