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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 | $28,927 | $45,041-35.8% | $63,003-54.1% | $70,131-58.8% |
| Participation rate | 92.3% | 69.5%+22.8pp | 74.8%+17.5pp | 69.5%+22.8pp |
| Annual return | 15.24% | 18.76%-3.5pp | 87.59%-72.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,681 | $2,052-18.1% | $2,760-39.1% | $2,342-28.2% |
| Participant deferral / active EE | $5,528 | $2,465+124.2% | $3,329+66.0% | $3,332+65.9% |
| Admin fee / account holder | $3,174 | $2,836+11.9% | $3,600-11.8% | $4,645-31.7% |