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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 | $28,744 | $46,534-38.2% | $64,097-55.2% | $75,177-61.8% |
| Participation rate | 91.1% | 65.9%+25.1pp | 72.3%+18.8pp | 67.2%+23.9pp |
| Annual return | 15.76% | 26.07%-10.3pp | 33.75%-18.0pp | 160.75%-145.0pp |
| Employer contribution / active EE | $2,797 | $1,976+41.5% | $2,750+1.7% | $2,671+4.7% |
| Participant deferral / active EE | $994 | $2,835-64.9% | $3,881-74.4% | $4,126-75.9% |
| Admin fee / account holder | $2,620 | $2,957-11.4% | $3,070-14.6% | $5,651-53.6% |