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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 | $23,646 | $99,875-76.3% | $146,866-83.9% | $86,983-72.8% |
| Participation rate | 78.1% | 75.8%+2.3pp | 82.5%-4.4pp | 69.5%+8.6pp |
| Annual return | 18.46% | 28.10%-9.6pp | 102.85%-84.4pp | 25.83%-7.4pp |
| Employer contribution / active EE | $1,880 | $3,224-41.7% | $4,425-57.5% | $2,584-27.3% |
| Participant deferral / active EE | $4,330 | $6,322-31.5% | $7,759-44.2% | $4,194+3.2% |
| Admin fee / account holder | $6,603 | $7,838-15.8% | $13,620-51.5% | $7,856-16.0% |