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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 | $26,738 | $78,690-66.0% | $161,489-83.4% | $87,485-69.4% |
| Participation rate | 75.4% | 67.5%+7.9pp | 78.7%-3.3pp | 68.9%+6.4pp |
| Annual return | 18.21% | 32.74%-14.5pp | 89.72%-71.5pp | 26.06%-7.9pp |
| Employer contribution / active EE | $2,214 | $2,588-14.4% | $4,268-48.1% | $2,596-14.7% |
| Participant deferral / active EE | $4,190 | $3,311+26.6% | $5,630-25.6% | $4,274-2.0% |
| Admin fee / account holder | $3,509 | $6,724-47.8% | $16,006-78.1% | $7,775-54.9% |