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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 | $23,887 | $94,439-74.7% | $73,658-67.6% | $154,746-84.6% |
| Participation rate | 80.0% | 64.7%+15.3pp | 57.0%+23.0pp | 80.7%-0.7pp |
| Annual return | 19.09% | 28.25%-9.2pp | 29.72%-10.6pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,209 | $1,257-3.9% | $1,032+17.1% | $4,379-72.4% |
| Participant deferral / active EE | $2,682 | $2,527+6.1% | $2,062+30.1% | $6,730-60.2% |
| Admin fee / account holder | $1,171 | $3,843-69.5% | $3,357-65.1% | $14,365-91.8% |