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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 | $28,125 | $78,027-64.0% | $178,528-84.2% | $80,925-65.2% |
| Participation rate | 85.2% | 65.7%+19.5pp | 77.1%+8.1pp | 67.7%+17.5pp |
| Annual return | 15.80% | 18.09%-2.3pp | 27.11%-11.3pp | 35.65%-19.9pp |
| Employer contribution / active EE | $1,726 | $2,281-24.3% | $3,950-56.3% | $2,756-37.4% |
| Participant deferral / active EE | $5,045 | $4,408+14.5% | $6,278-19.7% | $4,299+17.4% |
| Admin fee / account holder | $12,076 | $7,168+68.5% | $10,419+15.9% | $6,940+74.0% |