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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 | $54,757-47.3% | $90,300-68.0% | $72,983-60.5% |
| Participation rate | 75.5% | 65.1%+10.4pp | 73.3%+2.2pp | 69.5%+6.0pp |
| Annual return | 21.16% | 30.63%-9.5pp | 78.11%-57.0pp | 81.01%-59.8pp |
| Employer contribution / active EE | $1,267 | $2,092-39.5% | $2,854-55.6% | $2,440-48.1% |
| Participant deferral / active EE | $3,085 | $2,887+6.9% | $3,884-20.6% | $3,608-14.5% |
| Admin fee / account holder | $1,137 | $3,972-71.4% | $5,353-78.8% | $5,124-77.8% |