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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 | $32,353 | $116,203-72.2% | $93,621-65.4% | $152,909-78.8% |
| Participation rate | 88.2% | 78.1%+10.2pp | 75.8%+12.4pp | 82.5%+5.8pp |
| Annual return | 16.40% | 35.96%-19.6pp | 32.76%-16.4pp | 345.46%-329.1pp |
| Employer contribution / active EE | $2,101 | $3,219-34.7% | $2,719-22.7% | $4,764-55.9% |
| Participant deferral / active EE | $3,526 | $4,605-23.4% | $4,070-13.4% | $5,851-39.7% |
| Admin fee / account holder | $4,145 | $10,751-61.4% | $7,890-47.5% | $11,601-64.3% |