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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 | $30,074 | $68,681-56.2% | $86,625-65.3% | $85,851-65.0% |
| Participation rate | 75.5% | 66.4%+9.1pp | 71.6%+3.8pp | 69.3%+6.2pp |
| Annual return | 19.70% | 20.12%-0.4pp | 63.52%-43.8pp | 318.63%-298.9pp |
| Employer contribution / active EE | $2,383 | $1,880+26.8% | $2,496-4.5% | $2,565-7.1% |
| Participant deferral / active EE | $4,555 | $2,919+56.1% | $3,700+23.1% | $3,952+15.3% |
| Admin fee / account holder | $2,603 | $5,974-56.4% | $5,830-55.4% | $6,261-58.4% |