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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 | $28,788 | $43,496-33.8% | $161,489-82.2% | $64,340-55.3% |
| Participation rate | 73.0% | 53.5%+19.5pp | 78.7%-5.7pp | 55.2%+17.8pp |
| Annual return | 16.55% | 20.76%-4.2pp | 89.72%-73.2pp | 24.14%-7.6pp |
| Employer contribution / active EE | $2,555 | $1,431+78.6% | $4,268-40.2% | $1,862+37.2% |
| Participant deferral / active EE | $2,126 | $1,996+6.5% | $5,630-62.2% | $2,980-28.7% |
| Admin fee / account holder | $4,140 | $2,330+77.6% | $16,006-74.1% | $3,703+11.8% |