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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 | $15,698 | $81,331-80.7% | $155,534-89.9% | $80,935-80.6% |
| Participation rate | 78.9% | 66.3%+12.6pp | 78.2%+0.7pp | 67.7%+11.2pp |
| Annual return | 18.58% | 33.37%-14.8pp | 64.92%-46.3pp | 35.66%-17.1pp |
| Employer contribution / active EE | $2,421 | $3,105-22.0% | $4,675-48.2% | $2,757-12.2% |
| Participant deferral / active EE | $3,516 | $3,454+1.8% | $5,630-37.5% | $4,299-18.2% |
| Admin fee / account holder | $2,786 | $7,999-65.2% | $15,900-82.5% | $6,924-59.8% |