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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 | $81,262-80.7% | $155,602-89.9% | $80,911-80.6% |
| Participation rate | 78.9% | 66.2%+12.6pp | 78.2%+0.7pp | 67.6%+11.2pp |
| Annual return | 18.58% | 33.34%-14.8pp | 64.81%-46.2pp | 35.63%-17.0pp |
| Employer contribution / active EE | $2,421 | $3,102-22.0% | $4,675-48.2% | $2,756-12.2% |
| Participant deferral / active EE | $3,516 | $3,451+1.9% | $5,629-37.5% | $4,297-18.2% |
| Admin fee / account holder | $2,786 | $7,992-65.1% | $15,923-82.5% | $6,935-59.8% |