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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 | $20,192 | $81,331-75.2% | $155,534-87.0% | $80,935-75.1% |
| Participation rate | 90.7% | 66.3%+24.4pp | 78.2%+12.5pp | 67.7%+23.0pp |
| Annual return | 31.87% | 33.37%-1.5pp | 64.92%-33.0pp | 35.66%-3.8pp |
| Employer contribution / active EE | $2,671 | $3,105-14.0% | $4,675-42.9% | $2,757-3.1% |
| Participant deferral / active EE | $2,865 | $3,454-17.1% | $5,630-49.1% | $4,299-33.4% |
| Admin fee / account holder | $19,094 | $7,999+138.7% | $15,900+20.1% | $6,924+175.8% |