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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 | $106,524-72.8% | $152,301-80.9% | $87,485-66.8% |
| Participation rate | 83.3% | 75.8%+7.6pp | 82.4%+0.9pp | 68.9%+14.4pp |
| Annual return | 20.26% | 26.89%-6.6pp | 80.50%-60.2pp | 26.06%-5.8pp |
| Employer contribution / active EE | $3,009 | $3,371-10.7% | $4,624-34.9% | $2,596+15.9% |
| Participant deferral / active EE | $3,889 | $6,525-40.4% | $8,004-51.4% | $4,274-9.0% |
| Admin fee / account holder | $1,269 | $8,287-84.7% | $14,398-91.2% | $7,775-83.7% |