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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 | $81,331-56.9% | $155,534-77.4% | $80,935-56.6% |
| Participation rate | 89.2% | 66.3%+22.9pp | 78.2%+11.0pp | 67.7%+21.5pp |
| Annual return | 16.54% | 33.37%-16.8pp | 64.92%-48.4pp | 35.66%-19.1pp |
| Employer contribution / active EE | $1,203 | $3,105-61.3% | $4,675-74.3% | $2,757-56.4% |
| Participant deferral / active EE | $3,822 | $3,454+10.6% | $5,630-32.1% | $4,299-11.1% |
| Admin fee / account holder | $5,336 | $7,999-33.3% | $15,900-66.4% | $6,924-22.9% |