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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 | $20,321 | $46,596-56.4% | $64,099-68.3% | $75,181-73.0% |
| Participation rate | 80.4% | 65.9%+14.4pp | 72.3%+8.0pp | 67.2%+13.2pp |
| Annual return | 15.06% | 26.04%-11.0pp | 33.70%-18.6pp | 160.69%-145.6pp |
| Employer contribution / active EE | $2,709 | $1,975+37.2% | $2,748-1.4% | $2,671+1.4% |
| Participant deferral / active EE | $2,540 | $2,837-10.5% | $3,881-34.6% | $4,126-38.4% |
| Admin fee / account holder | $1,027 | $2,954-65.2% | $3,070-66.5% | $5,650-81.8% |