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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 | $35,094 | $81,262-56.8% | $155,602-77.4% | $80,911-56.6% |
| Participation rate | 89.2% | 66.2%+23.0pp | 78.2%+11.0pp | 67.6%+21.5pp |
| Annual return | 16.54% | 33.34%-16.8pp | 64.81%-48.3pp | 35.63%-19.1pp |
| Employer contribution / active EE | $1,203 | $3,102-61.2% | $4,675-74.3% | $2,756-56.4% |
| Participant deferral / active EE | $3,822 | $3,451+10.7% | $5,629-32.1% | $4,297-11.1% |
| Admin fee / account holder | $5,336 | $7,992-33.2% | $15,923-66.5% | $6,935-23.1% |