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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 | $89,259-64.5% | $107,187-70.5% | $82,637-61.7% |
| Participation rate | 72.4% | 67.9%+4.5pp | 75.0%-2.6pp | 68.1%+4.4pp |
| Annual return | 17.21% | 21.02%-3.8pp | 204.55%-187.3pp | 53.51%-36.3pp |
| Employer contribution / active EE | $2,090 | $3,080-32.1% | $3,782-44.7% | $2,552-18.1% |
| Participant deferral / active EE | $4,894 | $4,037+21.2% | $5,096-4.0% | $4,126+18.6% |
| Admin fee / account holder | $1,606 | $7,381-78.2% | $9,162-82.5% | $7,339-78.1% |