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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 | $25,886 | $78,690-67.1% | $161,489-84.0% | $87,485-70.4% |
| Participation rate | 88.7% | 67.5%+21.2pp | 78.7%+10.0pp | 68.9%+19.7pp |
| Annual return | 14.16% | 32.74%-18.6pp | 89.72%-75.6pp | 26.06%-11.9pp |
| Employer contribution / active EE | $4,502 | $2,588+73.9% | $4,268+5.5% | $2,596+73.4% |
| Participant deferral / active EE | $1,158 | $3,311-65.0% | $5,630-79.4% | $4,274-72.9% |
| Admin fee / account holder | $1,290 | $6,724-80.8% | $16,006-91.9% | $7,775-83.4% |