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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 | $28,026 | $88,672-68.4% | $105,223-73.4% | $82,448-66.0% |
| Participation rate | 72.0% | 67.9%+4.1pp | 75.0%-3.0pp | 68.1%+3.9pp |
| Annual return | 18.43% | 30.86%-12.4pp | 180.65%-162.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,201 | $3,048-27.8% | $3,689-40.3% | $2,551-13.7% |
| Participant deferral / active EE | $3,602 | $4,036-10.7% | $5,072-29.0% | $4,139-13.0% |
| Admin fee / account holder | $3,830 | $7,146-46.4% | $8,859-56.8% | $7,234-47.1% |