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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 | $81,276-72.6% | $155,574-85.7% | $80,925-72.5% |
| Participation rate | 76.8% | 66.2%+10.6pp | 78.2%-1.4pp | 67.7%+9.2pp |
| Annual return | 29.94% | 33.36%-3.4pp | 64.87%-34.9pp | 35.65%-5.7pp |
| Employer contribution / active EE | $3,352 | $3,103+8.0% | $4,676-28.3% | $2,756+21.6% |
| Participant deferral / active EE | $3,350 | $3,453-3.0% | $5,629-40.5% | $4,299-22.1% |
| Admin fee / account holder | $3,127 | $7,993-60.9% | $15,914-80.4% | $6,940-54.9% |