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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 | $31,176 | $58,493-46.7% | $84,021-62.9% | $72,975-57.3% |
| Participation rate | 80.0% | 61.2%+18.8pp | 69.0%+11.0pp | 69.5%+10.5pp |
| Annual return | 19.66% | 28.93%-9.3pp | 71.32%-51.7pp | 81.01%-61.4pp |
| Employer contribution / active EE | $1,759 | $1,163+51.3% | $1,984-11.3% | $2,440-27.9% |
| Participant deferral / active EE | $4,063 | $2,394+69.7% | $3,239+25.4% | $3,608+12.6% |
| Admin fee / account holder | $16,489 | $4,569+260.9% | $6,102+170.2% | $5,124+221.8% |