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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 | $29,022 | $78,682-63.1% | $109,188-73.4% | $85,851-66.2% |
| Participation rate | 85.7% | 68.3%+17.4pp | 75.9%+9.8pp | 69.3%+16.4pp |
| Annual return | 17.16% | 25.09%-7.9pp | 25.76%-8.6pp | 318.63%-301.5pp |
| Employer contribution / active EE | $1,983 | $2,734-27.5% | $3,723-46.7% | $2,565-22.7% |
| Participant deferral / active EE | $3,528 | $3,468+1.7% | $4,654-24.2% | $3,952-10.7% |
| Admin fee / account holder | $603 | $5,470-89.0% | $6,755-91.1% | $6,261-90.4% |