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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 | $25,252 | $77,638-67.5% | $156,551-83.9% | $62,881-59.8% |
| Participation rate | 79.4% | 71.2%+8.2pp | 84.0%-4.6pp | 69.3%+10.1pp |
| Annual return | 6.58% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,829 | $3,444-17.9% | $5,501-48.6% | $2,281+24.0% |
| Participant deferral / active EE | $3,325 | $3,046+9.2% | $4,871-31.7% | $3,203+3.8% |
| Admin fee / account holder | $1,729 | $5,561-68.9% | $13,028-86.7% | $4,296-59.7% |