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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 | $68,878-61.6% | $120,574-78.1% | $80,935-67.3% |
| Participation rate | 70.9% | 61.7%+9.2pp | 71.9%-1.1pp | 67.7%+3.2pp |
| Annual return | 12.75% | 23.67%-10.9pp | 107.42%-94.7pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,875 | $2,065-9.2% | $3,471-46.0% | $2,757-32.0% |
| Participant deferral / active EE | $3,105 | $3,189-2.6% | $4,996-37.8% | $4,299-27.8% |
| Admin fee / account holder | $3,022 | $5,782-47.7% | $9,445-68.0% | $6,924-56.4% |