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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 | $26,117 | $57,590-54.7% | $86,233-69.7% | $82,448-68.3% |
| Participation rate | 83.3% | 57.9%+25.5pp | 69.0%+14.3pp | 68.1%+15.3pp |
| Annual return | 18.66% | 22.41%-3.8pp | 61.39%-42.7pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,298 | $1,655+38.9% | $2,504-8.2% | $2,551-9.9% |
| Participant deferral / active EE | $3,258 | $3,080+5.8% | $4,559-28.5% | $4,139-21.3% |
| Admin fee / account holder | $2,982 | $4,730-37.0% | $8,342-64.2% | $7,234-58.8% |