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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 | $27,763 | $77,908-64.4% | $149,696-81.5% | $75,173-63.1% |
| Participation rate | 74.1% | 65.6%+8.6pp | 78.8%-4.6pp | 67.2%+6.9pp |
| Annual return | 22.06% | 31.73%-9.7pp | 134.46%-112.4pp | 160.72%-138.7pp |
| Employer contribution / active EE | $1,740 | $3,138-44.6% | $4,821-63.9% | $2,671-34.9% |
| Participant deferral / active EE | $2,030 | $3,411-40.5% | $5,682-64.3% | $4,126-50.8% |
| Admin fee / account holder | $2,259 | $5,950-62.0% | $13,212-82.9% | $5,651-60.0% |