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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 | $22,254 | $81,358-72.6% | $155,556-85.7% | $80,959-72.5% |
| Participation rate | 76.8% | 66.3%+10.5pp | 78.2%-1.4pp | 67.7%+9.1pp |
| Annual return | 29.94% | 33.39%-3.4pp | 64.84%-34.9pp | 35.67%-5.7pp |
| Employer contribution / active EE | $3,352 | $3,106+7.9% | $4,675-28.3% | $2,757+21.6% |
| Participant deferral / active EE | $3,350 | $3,455-3.1% | $5,631-40.5% | $4,300-22.1% |
| Admin fee / account holder | $3,127 | $7,994-60.9% | $15,885-80.3% | $6,925-54.8% |