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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 | $77,814-64.4% | $158,223-82.5% | $86,983-68.2% |
| Participation rate | 82.5% | 68.4%+14.1pp | 79.2%+3.3pp | 69.5%+13.0pp |
| Annual return | 18.99% | 30.54%-11.5pp | 52.09%-33.1pp | 25.83%-6.8pp |
| Employer contribution / active EE | $1,872 | $2,592-27.8% | $4,109-54.4% | $2,584-27.6% |
| Participant deferral / active EE | $2,622 | $3,270-19.8% | $5,467-52.0% | $4,194-37.5% |
| Admin fee / account holder | $15,122 | $5,879+157.2% | $16,047-5.8% | $7,856+92.5% |