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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 | $25,259 | $46,534-45.7% | $64,097-60.6% | $75,177-66.4% |
| Participation rate | 82.4% | 65.9%+16.4pp | 72.3%+10.0pp | 67.2%+15.1pp |
| Annual return | 21.42% | 26.07%-4.6pp | 33.75%-12.3pp | 160.75%-139.3pp |
| Employer contribution / active EE | $1,983 | $1,976+0.4% | $2,750-27.9% | $2,671-25.8% |
| Participant deferral / active EE | $4,376 | $2,835+54.4% | $3,881+12.7% | $4,126+6.1% |
| Admin fee / account holder | $942 | $2,957-68.1% | $3,070-69.3% | $5,651-83.3% |