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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 | $106,749-77.8% | $145,433-83.7% | $82,448-71.3% |
| Participation rate | 78.1% | 75.6%+2.5pp | 82.1%-4.0pp | 68.1%+10.1pp |
| Annual return | 18.46% | 27.59%-9.1pp | 66.58%-48.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $1,880 | $3,444-45.4% | $4,554-58.7% | $2,551-26.3% |
| Participant deferral / active EE | $4,330 | $6,519-33.6% | $7,897-45.2% | $4,139+4.6% |
| Admin fee / account holder | $6,603 | $8,390-21.3% | $13,129-49.7% | $7,234-8.7% |