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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 | $24,554 | $75,541-67.5% | $152,093-83.9% | $82,637-70.3% |
| Participation rate | 84.4% | 66.5%+17.8pp | 77.8%+6.6pp | 68.1%+16.3pp |
| Annual return | 23.22% | 32.56%-9.3pp | 66.36%-43.1pp | 53.51%-30.3pp |
| Employer contribution / active EE | $1,991 | $2,622-24.1% | $4,175-52.3% | $2,552-22.0% |
| Participant deferral / active EE | $3,233 | $3,206+0.9% | $5,451-40.7% | $4,126-21.6% |
| Admin fee / account holder | $2,083 | $6,405-67.5% | $14,497-85.6% | $7,339-71.6% |