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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 | $20,109 | $65,364-69.2% | $92,909-78.4% | $72,975-72.4% |
| Participation rate | 82.5% | 68.3%+14.2pp | 76.0%+6.5pp | 69.5%+13.0pp |
| Annual return | 24.48% | 42.11%-17.6pp | 109.44%-85.0pp | 81.01%-56.5pp |
| Employer contribution / active EE | $2,313 | $2,594-10.9% | $3,653-36.7% | $2,440-5.2% |
| Participant deferral / active EE | $2,352 | $3,128-24.8% | $4,238-44.5% | $3,608-34.8% |
| Admin fee / account holder | $2,700 | $4,251-36.5% | $5,795-53.4% | $5,124-47.3% |