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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 | $10,468 | $76,407-86.3% | $150,298-93.0% | $82,448-87.3% |
| Participation rate | 74.1% | 66.4%+7.7pp | 77.8%-3.7pp | 68.1%+6.0pp |
| Annual return | 17.13% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,458 | $2,614+32.3% | $4,154-16.8% | $2,551+35.5% |
| Participant deferral / active EE | $2,170 | $3,214-32.5% | $5,453-60.2% | $4,139-47.6% |
| Admin fee / account holder | $1,625 | $6,352-74.4% | $14,116-88.5% | $7,234-77.5% |