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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 | $27,085 | $99,875-72.9% | $146,866-81.6% | $86,983-68.9% |
| Participation rate | 96.6% | 75.8%+20.7pp | 82.5%+14.0pp | 69.5%+27.0pp |
| Annual return | 23.45% | 28.10%-4.6pp | 102.85%-79.4pp | 25.83%-2.4pp |
| Employer contribution / active EE | $2,380 | $3,224-26.2% | $4,425-46.2% | $2,584-7.9% |
| Participant deferral / active EE | $5,741 | $6,322-9.2% | $7,759-26.0% | $4,194+36.9% |
| Admin fee / account holder | $1,148 | $7,838-85.4% | $13,620-91.6% | $7,856-85.4% |