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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 | $26,902 | $45,050-40.3% | $63,018-57.3% | $70,126-61.6% |
| Participation rate | 73.8% | 69.5%+4.3pp | 74.8%-1.0pp | 69.5%+4.2pp |
| Annual return | 39.60% | 18.76%+20.8pp | 87.62%-48.0pp | 73.15%-33.5pp |
| Employer contribution / active EE | $2,796 | $2,052+36.3% | $2,761+1.3% | $2,343+19.4% |
| Participant deferral / active EE | $2,841 | $2,466+15.2% | $3,330-14.7% | $3,332-14.7% |
| Admin fee / account holder | $2,781 | $2,834-1.9% | $3,601-22.8% | $4,645-40.1% |