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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 | $27,313 | $51,222-46.7% | $70,544-61.3% | $75,173-63.7% |
| Participation rate | 91.0% | 61.0%+30.1pp | 68.4%+22.7pp | 67.2%+23.8pp |
| Annual return | 34.33% | 30.06%+4.3pp | 32.79%+1.5pp | 160.72%-126.4pp |
| Employer contribution / active EE | $2,173 | $1,827+19.0% | $2,976-27.0% | $2,671-18.6% |
| Participant deferral / active EE | $3,084 | $2,850+8.2% | $4,568-32.5% | $4,126-25.3% |
| Admin fee / account holder | $1,259 | $4,096-69.2% | $6,427-80.4% | $5,651-77.7% |