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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 | $26,566 | $73,955-64.1% | $96,520-72.5% | $75,181-64.7% |
| Participation rate | 77.3% | 66.4%+10.8pp | 74.3%+2.9pp | 67.2%+10.1pp |
| Annual return | 19.48% | 26.72%-7.2pp | 35.72%-16.2pp | 160.69%-141.2pp |
| Employer contribution / active EE | $1,988 | $2,930-32.1% | $3,739-46.8% | $2,671-25.5% |
| Participant deferral / active EE | $3,169 | $3,659-13.4% | $4,879-35.1% | $4,126-23.2% |
| Admin fee / account holder | $1,224 | $5,217-76.5% | $6,733-81.8% | $5,650-78.3% |