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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 | $30,554 | $78,690-61.2% | $161,489-81.1% | $87,485-65.1% |
| Participation rate | 77.0% | 67.5%+9.6pp | 78.7%-1.6pp | 68.9%+8.1pp |
| Annual return | 22.50% | 32.74%-10.2pp | 89.72%-67.2pp | 26.06%-3.6pp |
| Employer contribution / active EE | $1,230 | $2,588-52.5% | $4,268-71.2% | $2,596-52.6% |
| Participant deferral / active EE | $5,031 | $3,311+51.9% | $5,630-10.6% | $4,274+17.7% |
| Admin fee / account holder | $2,060 | $6,724-69.4% | $16,006-87.1% | $7,775-73.5% |