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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 | $32,825 | $58,828-44.2% | $78,002-57.9% | $62,881-47.8% |
| Participation rate | 79.7% | 71.1%+8.6pp | 75.5%+4.2pp | 69.3%+10.4pp |
| Annual return | 9.08% | 17.16%-8.1pp | 425.99%-416.9pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,801 | $1,672+7.7% | $2,470-27.1% | $2,281-21.1% |
| Participant deferral / active EE | $4,704 | $2,686+75.2% | $3,497+34.5% | $3,203+46.9% |
| Admin fee / account holder | $4,940 | $4,393+12.4% | $5,481-9.9% | $4,296+15.0% |