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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 | $60,442-56.8% | $96,754-73.0% | $87,485-70.1% |
| Participation rate | 83.3% | 58.7%+24.6pp | 70.3%+13.1pp | 68.9%+14.4pp |
| Annual return | 18.66% | 21.97%-3.3pp | 82.04%-63.4pp | 26.06%-7.4pp |
| Employer contribution / active EE | $2,298 | $1,691+35.9% | $2,679-14.2% | $2,596-11.5% |
| Participant deferral / active EE | $3,258 | $3,280-0.7% | $4,758-31.5% | $4,274-23.8% |
| Admin fee / account holder | $2,982 | $5,069-41.2% | $8,905-66.5% | $7,775-61.6% |