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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 | $27,348 | $81,457-66.4% | $103,378-73.5% | $80,911-66.2% |
| Participation rate | 73.2% | 66.8%+6.3pp | 74.5%-1.3pp | 67.6%+5.5pp |
| Annual return | 16.02% | 25.58%-9.6pp | 24.91%-8.9pp | 35.63%-19.6pp |
| Employer contribution / active EE | $4,658 | $3,107+49.9% | $3,870+20.4% | $2,756+69.0% |
| Participant deferral / active EE | $1,803 | $3,871-53.4% | $5,058-64.3% | $4,297-58.0% |
| Admin fee / account holder | $2,044 | $6,717-69.6% | $8,401-75.7% | $6,935-70.5% |