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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 | $27,380 | $52,279-47.6% | $89,435-69.4% | $79,856-65.7% |
| Participation rate | 77.3% | 57.5%+19.7pp | 68.0%+9.3pp | 69.6%+7.6pp |
| Annual return | 20.60% | 22.16%-1.6pp | 245.55%-225.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,449 | $1,572-7.8% | $2,587-44.0% | $2,471-41.4% |
| Participant deferral / active EE | $5,357 | $2,740+95.5% | $3,890+37.7% | $3,741+43.2% |
| Admin fee / account holder | $4,404 | $3,356+31.2% | $4,884-9.8% | $5,306-17.0% |