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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 | $27,247 | $77,908-65.0% | $149,696-81.8% | $75,173-63.8% |
| Participation rate | 74.6% | 65.6%+9.0pp | 78.8%-4.2pp | 67.2%+7.4pp |
| Annual return | 14.47% | 31.73%-17.3pp | 134.46%-120.0pp | 160.72%-146.3pp |
| Employer contribution / active EE | $3,214 | $3,138+2.4% | $4,821-33.3% | $2,671+20.3% |
| Participant deferral / active EE | $3,122 | $3,411-8.5% | $5,682-45.1% | $4,126-24.3% |
| Admin fee / account holder | $588 | $5,950-90.1% | $13,212-95.5% | $5,651-89.6% |