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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 | $27,152 | $91,198-70.2% | $178,503-84.8% | $79,856-66.0% |
| Participation rate | 79.3% | 69.2%+10.1pp | 81.9%-2.6pp | 69.6%+9.7pp |
| Annual return | 15.53% | 24.20%-8.7pp | 151.12%-135.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $4,460 | $3,257+37.0% | $5,011-11.0% | $2,471+80.5% |
| Participant deferral / active EE | $3,228 | $3,237-0.3% | $5,202-38.0% | $3,741-13.7% |
| Admin fee / account holder | $4,371 | $6,748-35.2% | $13,987-68.7% | $5,306-17.6% |