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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 | $35,426 | $83,485-57.6% | $125,195-71.7% | $72,976-51.5% |
| Participation rate | 78.0% | 73.3%+4.7pp | 79.8%-1.7pp | 69.5%+8.6pp |
| Annual return | 20.72% | 25.77%-5.0pp | 43.79%-23.1pp | 81.02%-60.3pp |
| Employer contribution / active EE | $1,784 | $2,346-23.9% | $3,866-53.8% | $2,440-26.9% |
| Participant deferral / active EE | $3,821 | $3,586+6.5% | $4,937-22.6% | $3,608+5.9% |
| Admin fee / account holder | $4,008 | $5,518-27.4% | $9,704-58.7% | $5,124-21.8% |