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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 | $93,345-69.0% | $119,126-75.7% | $87,485-66.9% |
| Participation rate | 78.6% | 68.7%+9.8pp | 75.8%+2.8pp | 68.9%+9.6pp |
| Annual return | 16.75% | 19.08%-2.3pp | 282.11%-265.4pp | 26.06%-9.3pp |
| Employer contribution / active EE | $2,541 | $3,172-19.9% | $4,034-37.0% | $2,596-2.1% |
| Participant deferral / active EE | $6,076 | $4,099+48.2% | $5,318+14.2% | $4,274+42.2% |
| Admin fee / account holder | $12,198 | $8,039+51.7% | $10,693+14.1% | $7,775+56.9% |