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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 | $28,622 | $93,598-69.4% | $135,974-79.0% | $75,173-61.9% |
| Participation rate | 90.2% | 75.2%+15.0pp | 81.9%+8.3pp | 67.2%+23.0pp |
| Annual return | 18.02% | 30.89%-12.9pp | 68.30%-50.3pp | 160.72%-142.7pp |
| Employer contribution / active EE | $1,535 | $3,538-56.6% | $4,859-68.4% | $2,671-42.5% |
| Participant deferral / active EE | $6,373 | $6,405-0.5% | $7,760-17.9% | $4,126+54.4% |
| Admin fee / account holder | $3,953 | $6,978-43.3% | $10,767-63.3% | $5,651-30.0% |