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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 | $23,284 | $57,541-59.5% | $95,759-75.7% | $75,177-69.0% |
| Participation rate | 84.8% | 62.5%+22.3pp | 72.3%+12.5pp | 67.2%+17.6pp |
| Annual return | 14.63% | 34.93%-20.3pp | 28.42%-13.8pp | 160.75%-146.1pp |
| Employer contribution / active EE | $4,353 | $1,808+140.8% | $2,836+53.5% | $2,671+63.0% |
| Participant deferral / active EE | $2,811 | $3,074-8.5% | $4,244-33.7% | $4,126-31.9% |
| Admin fee / account holder | $990 | $4,099-75.8% | $5,678-82.6% | $5,651-82.5% |