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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 | $27,726 | $77,920-64.4% | $149,723-81.5% | $75,177-63.1% |
| Participation rate | 72.2% | 65.6%+6.6pp | 78.8%-6.6pp | 67.2%+5.0pp |
| Annual return | 15.76% | 31.72%-16.0pp | 134.50%-118.7pp | 160.75%-145.0pp |
| Employer contribution / active EE | $2,162 | $3,138-31.1% | $4,821-55.2% | $2,671-19.1% |
| Participant deferral / active EE | $2,457 | $3,411-28.0% | $5,682-56.8% | $4,126-40.5% |
| Admin fee / account holder | $595 | $5,951-90.0% | $13,215-95.5% | $5,651-89.5% |