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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 | $25,122 | $93,617-73.2% | $135,982-81.5% | $75,177-66.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 23.71% | 30.89%-7.2pp | 68.32%-44.6pp | 160.75%-137.0pp |
| Employer contribution / active EE | $1,404 | $3,538-60.3% | $4,859-71.1% | $2,671-47.4% |
| Participant deferral / active EE | $5,839 | $6,406-8.9% | $7,760-24.8% | $4,126+41.5% |
| Admin fee / account holder | $1,719 | $6,980-75.4% | $10,767-84.0% | $5,651-69.6% |