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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 | $25,978 | $99,633-73.9% | $183,328-85.8% | $82,448-68.5% |
| Participation rate | 76.5% | 70.8%+5.7pp | 77.3%-0.9pp | 68.1%+8.4pp |
| Annual return | 14.81% | 17.84%-3.0pp | 29.67%-14.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $3,128 | $3,256-3.9% | $5,055-38.1% | $2,551+22.6% |
| Participant deferral / active EE | $5,341 | $4,938+8.2% | $6,795-21.4% | $4,139+29.0% |
| Admin fee / account holder | $2,533 | $9,934-74.5% | $21,427-88.2% | $7,234-65.0% |