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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 | $18,466 | $75,541-75.6% | $152,093-87.9% | $82,637-77.7% |
| Participation rate | 88.1% | 66.5%+21.6pp | 77.8%+10.3pp | 68.1%+20.0pp |
| Annual return | 17.96% | 32.56%-14.6pp | 66.36%-48.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $2,352 | $2,622-10.3% | $4,175-43.7% | $2,552-7.8% |
| Participant deferral / active EE | $5,564 | $3,206+73.6% | $5,451+2.1% | $4,126+34.9% |
| Admin fee / account holder | $3,275 | $6,405-48.9% | $14,497-77.4% | $7,339-55.4% |