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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 | $28,457 | $73,988-61.5% | $96,538-70.5% | $75,177-62.1% |
| Participation rate | 79.2% | 66.4%+12.7pp | 74.3%+4.8pp | 67.2%+12.0pp |
| Annual return | 24.66% | 26.73%-2.1pp | 35.74%-11.1pp | 160.75%-136.1pp |
| Employer contribution / active EE | $2,267 | $2,930-22.6% | $3,740-39.4% | $2,671-15.1% |
| Participant deferral / active EE | $5,295 | $3,660+44.7% | $4,880+8.5% | $4,126+28.3% |
| Admin fee / account holder | $1,704 | $5,220-67.4% | $6,737-74.7% | $5,651-69.9% |