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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 | $17,989 | $81,331-77.9% | $155,534-88.4% | $80,935-77.8% |
| Participation rate | 70.7% | 66.3%+4.4pp | 78.2%-7.6pp | 67.7%+3.0pp |
| Annual return | 17.87% | 33.37%-15.5pp | 64.92%-47.0pp | 35.66%-17.8pp |
| Employer contribution / active EE | $2,828 | $3,105-8.9% | $4,675-39.5% | $2,757+2.6% |
| Participant deferral / active EE | $3,611 | $3,454+4.5% | $5,630-35.9% | $4,299-16.0% |
| Admin fee / account holder | $1,323 | $7,999-83.5% | $15,900-91.7% | $6,924-80.9% |