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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 | $32,894 | $78,690-58.2% | $161,489-79.6% | $87,485-62.4% |
| Participation rate | 72.0% | 67.5%+4.5pp | 78.7%-6.7pp | 68.9%+3.1pp |
| Annual return | 15.16% | 32.74%-17.6pp | 89.72%-74.6pp | 26.06%-10.9pp |
| Employer contribution / active EE | $3,667 | $2,588+41.7% | $4,268-14.1% | $2,596+41.3% |
| Participant deferral / active EE | $1,784 | $3,311-46.1% | $5,630-68.3% | $4,274-58.3% |
| Admin fee / account holder | $1,754 | $6,724-73.9% | $16,006-89.0% | $7,775-77.4% |