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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 | $25,674 | $81,504-68.5% | $102,437-74.9% | $80,959-68.3% |
| Participation rate | 92.0% | 66.9%+25.1pp | 74.5%+17.5pp | 67.7%+24.3pp |
| Annual return | 14.79% | 25.60%-10.8pp | 24.95%-10.2pp | 35.67%-20.9pp |
| Employer contribution / active EE | $9,060 | $3,104+191.9% | $3,871+134.1% | $2,757+228.6% |
| Participant deferral / active EE | $2,575 | $3,871-33.5% | $5,060-49.1% | $4,300-40.1% |
| Admin fee / account holder | $3,330 | $6,719-50.4% | $8,388-60.3% | $6,925-51.9% |