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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 | $29,025 | $106,749-72.8% | $145,433-80.0% | $82,448-64.8% |
| Participation rate | 83.3% | 75.6%+7.7pp | 82.1%+1.2pp | 68.1%+15.3pp |
| Annual return | 20.26% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $3,009 | $3,444-12.6% | $4,554-33.9% | $2,551+18.0% |
| Participant deferral / active EE | $3,889 | $6,519-40.3% | $7,897-50.8% | $4,139-6.0% |
| Admin fee / account holder | $1,269 | $8,390-84.9% | $13,129-90.3% | $7,234-82.5% |