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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 | $77,814-65.0% | $158,223-82.8% | $86,983-68.7% |
| Participation rate | 70.3% | 68.4%+1.9pp | 79.2%-8.9pp | 69.5%+0.7pp |
| Annual return | 20.87% | 30.54%-9.7pp | 52.09%-31.2pp | 25.83%-5.0pp |
| Employer contribution / active EE | $1,322 | $2,592-49.0% | $4,109-67.8% | $2,584-48.9% |
| Participant deferral / active EE | $4,006 | $3,270+22.5% | $5,467-26.7% | $4,194-4.5% |
| Admin fee / account holder | $1,568 | $5,879-73.3% | $16,047-90.2% | $7,856-80.0% |