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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 | $28,341 | $106,864-73.5% | $147,318-80.8% | $82,637-65.7% |
| Participation rate | 74.7% | 75.5%-0.8pp | 82.1%-7.4pp | 68.1%+6.6pp |
| Annual return | 17.01% | 27.49%-10.5pp | 70.43%-53.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $2,126 | $3,417-37.8% | $4,593-53.7% | $2,552-16.7% |
| Participant deferral / active EE | $4,397 | $6,496-32.3% | $7,906-44.4% | $4,126+6.6% |
| Admin fee / account holder | $4,231 | $8,415-49.7% | $13,708-69.1% | $7,339-42.3% |