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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 | $28,370 | $56,054-49.4% | $171,082-83.4% | $62,881-54.9% |
| Participation rate | 81.3% | 62.9%+18.4pp | 76.7%+4.6pp | 69.3%+11.9pp |
| Annual return | 16.63% | 22.52%-5.9pp | 32.56%-15.9pp | 20.14%-3.5pp |
| Employer contribution / active EE | $2,144 | $1,731+23.8% | $4,002-46.4% | $2,281-6.0% |
| Participant deferral / active EE | $3,973 | $3,158+25.8% | $4,797-17.2% | $3,203+24.0% |
| Admin fee / account holder | $1,428 | $3,647-60.9% | $8,520-83.2% | $4,296-66.8% |