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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 | $26,287 | $59,123-55.5% | $77,183-65.9% | $75,181-65.0% |
| Participation rate | 95.9% | 63.9%+32.0pp | 69.6%+26.3pp | 67.2%+28.7pp |
| Annual return | 15.59% | 26.72%-11.1pp | 37.89%-22.3pp | 160.69%-145.1pp |
| Employer contribution / active EE | $1,989 | $1,996-0.3% | $2,534-21.5% | $2,671-25.5% |
| Participant deferral / active EE | $4,171 | $2,999+39.1% | $3,833+8.8% | $4,126+1.1% |
| Admin fee / account holder | $10,923 | $4,776+128.7% | $5,475+99.5% | $5,650+93.3% |