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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 | $32,606 | $91,179-64.2% | $178,499-81.7% | $79,852-59.2% |
| Participation rate | 86.5% | 69.2%+17.3pp | 81.9%+4.6pp | 69.6%+16.8pp |
| Annual return | 15.02% | 24.19%-9.2pp | 151.10%-136.1pp | 31.72%-16.7pp |
| Employer contribution / active EE | $2,998 | $3,256-7.9% | $5,011-40.2% | $2,471+21.3% |
| Participant deferral / active EE | $3,395 | $3,236+4.9% | $5,202-34.7% | $3,740-9.2% |
| Admin fee / account holder | $2,323 | $6,749-65.6% | $13,986-83.4% | $5,306-56.2% |