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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 | $27,643 | $77,638-64.4% | $156,551-82.3% | $62,881-56.0% |
| Participation rate | 83.0% | 71.2%+11.8pp | 84.0%-1.0pp | 69.3%+13.7pp |
| Annual return | 5.62% | 50.33%-44.7pp | 32.23%-26.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,000 | $3,444-41.9% | $5,501-63.6% | $2,281-12.3% |
| Participant deferral / active EE | $2,238 | $3,046-26.5% | $4,871-54.1% | $3,203-30.1% |
| Admin fee / account holder | $2,016 | $5,561-63.8% | $13,028-84.5% | $4,296-53.1% |