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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 | $28,040 | $47,848-41.4% | $81,473-65.6% | $70,126-60.0% |
| Participation rate | 91.9% | 58.3%+33.6pp | 68.0%+23.9pp | 69.5%+22.4pp |
| Annual return | 17.43% | 27.25%-9.8pp | 38.78%-21.4pp | 73.15%-55.7pp |
| Employer contribution / active EE | $2,364 | $1,527+54.8% | $2,568-7.9% | $2,343+0.9% |
| Participant deferral / active EE | $3,997 | $2,453+63.0% | $3,537+13.0% | $3,332+20.0% |
| Admin fee / account holder | $1,613 | $3,145-48.7% | $4,561-64.6% | $4,645-65.3% |