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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 | $27,703 | $78,690-64.8% | $161,489-82.8% | $87,485-68.3% |
| Participation rate | 82.5% | 67.5%+15.0pp | 78.7%+3.8pp | 68.9%+13.6pp |
| Annual return | 18.99% | 32.74%-13.7pp | 89.72%-70.7pp | 26.06%-7.1pp |
| Employer contribution / active EE | $1,872 | $2,588-27.7% | $4,268-56.1% | $2,596-27.9% |
| Participant deferral / active EE | $2,622 | $3,311-20.8% | $5,630-53.4% | $4,274-38.7% |
| Admin fee / account holder | $15,122 | $6,724+124.9% | $16,006-5.5% | $7,775+94.5% |