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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 | $28,152 | $51,207-45.0% | $70,565-60.1% | $75,177-62.6% |
| Participation rate | 90.9% | 61.0%+29.9pp | 68.4%+22.6pp | 67.2%+23.7pp |
| Annual return | 14.80% | 30.05%-15.3pp | 32.79%-18.0pp | 160.75%-145.9pp |
| Employer contribution / active EE | $1,930 | $1,826+5.6% | $2,976-35.2% | $2,671-27.8% |
| Participant deferral / active EE | $4,334 | $2,850+52.1% | $4,568-5.1% | $4,126+5.0% |
| Admin fee / account holder | $4,022 | $4,097-1.8% | $6,430-37.4% | $5,651-28.8% |