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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 | $46,688-38.3% | $189,758-84.8% | $69,733-58.7% |
| Participation rate | 73.0% | 61.7%+11.3pp | 79.8%-6.8pp | 62.5%+10.6pp |
| Annual return | 16.55% | 14.35%+2.2pp | 52.62%-36.1pp | 15.22%+1.3pp |
| Employer contribution / active EE | $2,555 | $1,695+50.7% | $4,767-46.4% | $2,250+13.5% |
| Participant deferral / active EE | $2,126 | $2,143-0.8% | $5,856-63.7% | $3,054-30.4% |
| Admin fee / account holder | $4,140 | $1,700+143.4% | $20,388-79.7% | $3,102+33.5% |