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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 | $27,243 | $75,541-63.9% | $152,093-82.1% | $82,637-67.0% |
| Participation rate | 70.3% | 66.5%+3.7pp | 77.8%-7.5pp | 68.1%+2.2pp |
| Annual return | 20.87% | 32.56%-11.7pp | 66.36%-45.5pp | 53.51%-32.6pp |
| Employer contribution / active EE | $1,322 | $2,622-49.6% | $4,175-68.3% | $2,552-48.2% |
| Participant deferral / active EE | $4,006 | $3,206+25.0% | $5,451-26.5% | $4,126-2.9% |
| Admin fee / account holder | $1,568 | $6,405-75.5% | $14,497-89.2% | $7,339-78.6% |