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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 | $29,057 | $73,978-60.7% | $96,515-69.9% | $75,173-61.3% |
| Participation rate | 82.2% | 66.4%+15.8pp | 74.3%+7.8pp | 67.2%+15.0pp |
| Annual return | 18.25% | 26.72%-8.5pp | 35.73%-17.5pp | 160.72%-142.5pp |
| Employer contribution / active EE | $2,357 | $2,931-19.6% | $3,740-37.0% | $2,671-11.8% |
| Participant deferral / active EE | $4,778 | $3,660+30.5% | $4,880-2.1% | $4,126+15.8% |
| Admin fee / account holder | $3,351 | $5,219-35.8% | $6,735-50.2% | $5,651-40.7% |