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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 | $28,702 | $48,078-40.3% | $78,676-63.5% | $62,881-54.4% |
| Participation rate | 87.5% | 65.2%+22.3pp | 73.6%+13.9pp | 69.3%+18.2pp |
| Annual return | 7.14% | 31.36%-24.2pp | 62.19%-55.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,481 | $2,015+23.2% | $2,850-13.0% | $2,281+8.8% |
| Participant deferral / active EE | $2,966 | $2,587+14.7% | $3,517-15.6% | $3,203-7.4% |
| Admin fee / account holder | $16,498 | $3,206+414.6% | $4,510+265.8% | $4,296+284.1% |