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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 | $20,546 | $48,053-57.2% | $84,623-75.7% | $72,983-71.8% |
| Participation rate | 76.0% | 57.6%+18.4pp | 68.2%+7.8pp | 69.5%+6.5pp |
| Annual return | 25.37% | 37.39%-12.0pp | 258.77%-233.4pp | 81.01%-55.6pp |
| Employer contribution / active EE | $2,071 | $1,602+29.3% | $2,652-21.9% | $2,440-15.1% |
| Participant deferral / active EE | $3,710 | $2,681+38.4% | $3,899-4.9% | $3,608+2.8% |
| Admin fee / account holder | $1,469 | $3,395-56.7% | $4,913-70.1% | $5,124-71.3% |