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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 | $30,605 | $46,534-34.2% | $64,097-52.3% | $75,177-59.3% |
| Participation rate | 76.4% | 65.9%+10.4pp | 72.3%+4.0pp | 67.2%+9.2pp |
| Annual return | 18.72% | 26.07%-7.3pp | 33.75%-15.0pp | 160.75%-142.0pp |
| Employer contribution / active EE | $2,528 | $1,976+27.9% | $2,750-8.1% | $2,671-5.4% |
| Participant deferral / active EE | $2,093 | $2,835-26.1% | $3,881-46.1% | $4,126-49.3% |
| Admin fee / account holder | $1,146 | $2,957-61.3% | $3,070-62.7% | $5,651-79.7% |