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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 | $45,343-36.5% | $150,298-80.8% | $67,986-57.7% |
| Participation rate | 73.0% | 51.9%+21.2pp | 77.8%-4.7pp | 57.2%+15.8pp |
| Annual return | 16.55% | 33.28%-16.7pp | 62.79%-46.2pp | 31.67%-15.1pp |
| Employer contribution / active EE | $2,555 | $1,462+74.7% | $4,154-38.5% | $2,019+26.5% |
| Participant deferral / active EE | $2,126 | $2,055+3.5% | $5,453-61.0% | $3,358-36.7% |
| Admin fee / account holder | $4,140 | $2,250+84.0% | $14,116-70.7% | $3,203+29.2% |