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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 | $22,053 | $78,690-72.0% | $161,489-86.3% | $87,485-74.8% |
| Participation rate | 93.1% | 67.5%+25.6pp | 78.7%+14.4pp | 68.9%+24.2pp |
| Annual return | 19.33% | 32.74%-13.4pp | 89.72%-70.4pp | 26.06%-6.7pp |
| Employer contribution / active EE | $3,671 | $2,588+41.8% | $4,268-14.0% | $2,596+41.4% |
| Participant deferral / active EE | $5,837 | $3,311+76.3% | $5,630+3.7% | $4,274+36.6% |
| Admin fee / account holder | $4,762 | $6,724-29.2% | $16,006-70.3% | $7,775-38.8% |