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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 | $28,512 | $50,972-44.1% | $88,538-67.8% | $72,975-60.9% |
| Participation rate | 71.4% | 63.4%+8.0pp | 68.7%+2.7pp | 69.5%+1.9pp |
| Annual return | 29.25% | 29.62%-0.4pp | 43.64%-14.4pp | 81.01%-51.8pp |
| Employer contribution / active EE | $1,163 | $1,475-21.1% | $2,098-44.6% | $2,440-52.3% |
| Participant deferral / active EE | $2,568 | $2,230+15.1% | $2,914-11.9% | $3,608-28.8% |
| Admin fee / account holder | $853 | $3,230-73.6% | $4,310-80.2% | $5,124-83.4% |