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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 | $28,915 | $88,672-67.4% | $105,223-72.5% | $82,448-64.9% |
| Participation rate | 78.6% | 67.9%+10.6pp | 75.0%+3.5pp | 68.1%+10.5pp |
| Annual return | 16.75% | 30.86%-14.1pp | 180.65%-163.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,541 | $3,048-16.6% | $3,689-31.1% | $2,551-0.4% |
| Participant deferral / active EE | $6,076 | $4,036+50.5% | $5,072+19.8% | $4,139+46.8% |
| Admin fee / account holder | $12,198 | $7,146+70.7% | $8,859+37.7% | $7,234+68.6% |