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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 | $22,178 | $93,589-76.3% | $135,942-83.7% | $75,181-70.5% |
| Participation rate | 80.8% | 75.2%+5.6pp | 81.9%-1.1pp | 67.2%+13.6pp |
| Annual return | 19.35% | 30.90%-11.5pp | 68.28%-48.9pp | 160.69%-141.3pp |
| Employer contribution / active EE | $2,772 | $3,537-21.6% | $4,858-42.9% | $2,671+3.8% |
| Participant deferral / active EE | $3,083 | $6,405-51.9% | $7,759-60.3% | $4,126-25.3% |
| Admin fee / account holder | $4,497 | $6,977-35.5% | $10,764-58.2% | $5,650-20.4% |