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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 | $28,587 | $107,421-73.4% | $182,262-84.3% | $94,015-69.6% |
| Participation rate | 76.0% | 77.8%-1.8pp | 84.2%-8.2pp | 70.8%+5.2pp |
| Annual return | 17.09% | 21.32%-4.2pp | 140.60%-123.5pp | 17.84%-0.8pp |
| Employer contribution / active EE | $2,062 | $3,448-40.2% | $5,046-59.1% | $2,790-26.1% |
| Participant deferral / active EE | $5,512 | $6,558-16.0% | $8,276-33.4% | $4,249+29.7% |
| Admin fee / account holder | $3,123 | $8,692-64.1% | $16,712-81.3% | $8,951-65.1% |