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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 | $27,801 | $77,814-64.3% | $158,223-82.4% | $86,983-68.0% |
| Participation rate | 78.1% | 68.4%+9.7pp | 79.2%-1.1pp | 69.5%+8.5pp |
| Annual return | 19.23% | 30.54%-11.3pp | 52.09%-32.9pp | 25.83%-6.6pp |
| Employer contribution / active EE | $3,657 | $2,592+41.1% | $4,109-11.0% | $2,584+41.5% |
| Participant deferral / active EE | $3,110 | $3,270-4.9% | $5,467-43.1% | $4,194-25.8% |
| Admin fee / account holder | $2,505 | $5,879-57.4% | $16,047-84.4% | $7,856-68.1% |