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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 | $24,107 | $81,276-70.3% | $155,574-84.5% | $80,925-70.2% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.7%+17.0pp |
| Annual return | 12.28% | 33.36%-21.1pp | 64.87%-52.6pp | 35.65%-23.4pp |
| Employer contribution / active EE | $2,912 | $3,103-6.1% | $4,676-37.7% | $2,756+5.7% |
| Participant deferral / active EE | $2,460 | $3,453-28.7% | $5,629-56.3% | $4,299-42.8% |
| Admin fee / account holder | $6,511 | $7,993-18.5% | $15,914-59.1% | $6,940-6.2% |