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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 | $31,669 | $88,672-64.3% | $105,223-69.9% | $82,448-61.6% |
| Participation rate | 72.4% | 67.9%+4.5pp | 75.0%-2.6pp | 68.1%+4.3pp |
| Annual return | 17.21% | 30.86%-13.6pp | 180.65%-163.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,090 | $3,048-31.4% | $3,689-43.3% | $2,551-18.1% |
| Participant deferral / active EE | $4,894 | $4,036+21.3% | $5,072-3.5% | $4,139+18.2% |
| Admin fee / account holder | $1,606 | $7,146-77.5% | $8,859-81.9% | $7,234-77.8% |