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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 | $25,445 | $58,493-56.5% | $84,021-69.7% | $72,975-65.1% |
| Participation rate | 75.5% | 61.2%+14.3pp | 69.0%+6.5pp | 69.5%+6.0pp |
| Annual return | 21.85% | 28.93%-7.1pp | 71.32%-49.5pp | 81.01%-59.2pp |
| Employer contribution / active EE | $889 | $1,163-23.6% | $1,984-55.2% | $2,440-63.6% |
| Participant deferral / active EE | $2,984 | $2,394+24.7% | $3,239-7.9% | $3,608-17.3% |
| Admin fee / account holder | $2,095 | $4,569-54.1% | $6,102-65.7% | $5,124-59.1% |