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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 | $25,538 | $55,902-54.3% | $76,030-66.4% | $80,959-68.5% |
| Participation rate | 85.7% | 62.1%+23.6pp | 69.1%+16.7pp | 67.7%+18.0pp |
| Annual return | 13.55% | 20.59%-7.0pp | 361.54%-348.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $2,092 | $1,867+12.1% | $2,688-22.1% | $2,757-24.1% |
| Participant deferral / active EE | $2,989 | $3,051-2.0% | $4,257-29.8% | $4,300-30.5% |
| Admin fee / account holder | $7,248 | $5,239+38.3% | $6,421+12.9% | $6,925+4.7% |