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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 | $26,455 | $68,586-61.4% | $120,380-78.0% | $80,911-67.3% |
| Participation rate | 70.9% | 61.6%+9.3pp | 71.9%-1.0pp | 67.6%+3.2pp |
| Annual return | 12.75% | 23.62%-10.9pp | 107.28%-94.5pp | 35.63%-22.9pp |
| Employer contribution / active EE | $1,875 | $2,053-8.6% | $3,465-45.9% | $2,756-32.0% |
| Participant deferral / active EE | $3,105 | $3,174-2.2% | $4,992-37.8% | $4,297-27.7% |
| Admin fee / account holder | $3,022 | $5,733-47.3% | $9,421-67.9% | $6,935-56.4% |