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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 | $26,475 | $84,236-68.6% | $170,439-84.5% | $70,124-62.2% |
| Participation rate | 72.2% | 70.8%+1.4pp | 83.6%-11.4pp | 69.5%+2.7pp |
| Annual return | 21.06% | 23.06%-2.0pp | 205.94%-184.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $2,826 | $3,387-16.6% | $5,433-48.0% | $2,342+20.6% |
| Participant deferral / active EE | $3,239 | $3,086+5.0% | $4,939-34.4% | $3,332-2.8% |
| Admin fee / account holder | $2,558 | $5,698-55.1% | $13,881-81.6% | $4,645-44.9% |