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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 | $38,623 | $61,755-37.5% | $97,161-60.2% | $80,911-52.3% |
| Participation rate | 80.0% | 63.5%+16.5pp | 72.7%+7.3pp | 67.6%+12.4pp |
| Annual return | 15.20% | -557.90%+573.1pp | 75.36%-60.2pp | 35.63%-20.4pp |
| Employer contribution / active EE | $2,401 | $1,835+30.8% | $2,723-11.9% | $2,756-12.9% |
| Participant deferral / active EE | $4,273 | $3,026+41.2% | $4,265+0.2% | $4,297-0.6% |
| Admin fee / account holder | $2,674 | $5,166-48.2% | $5,647-52.7% | $6,935-61.4% |