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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 | $28,857 | $54,763-47.3% | $90,324-68.1% | $72,976-60.5% |
| Participation rate | 75.5% | 65.2%+10.4pp | 73.3%+2.2pp | 69.5%+6.0pp |
| Annual return | 21.16% | 30.63%-9.5pp | 78.15%-57.0pp | 81.02%-59.9pp |
| Employer contribution / active EE | $1,267 | $2,093-39.5% | $2,856-55.6% | $2,440-48.1% |
| Participant deferral / active EE | $3,085 | $2,887+6.9% | $3,885-20.6% | $3,608-14.5% |
| Admin fee / account holder | $1,137 | $3,973-71.4% | $5,356-78.8% | $5,124-77.8% |