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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 | $25,002 | $93,598-73.3% | $135,974-81.6% | $75,173-66.7% |
| Participation rate | 89.6% | 75.2%+14.4pp | 81.9%+7.7pp | 67.2%+22.4pp |
| Annual return | 16.94% | 30.89%-13.9pp | 68.30%-51.4pp | 160.72%-143.8pp |
| Employer contribution / active EE | $2,151 | $3,538-39.2% | $4,859-55.7% | $2,671-19.5% |
| Participant deferral / active EE | $2,864 | $6,405-55.3% | $7,760-63.1% | $4,126-30.6% |
| Admin fee / account holder | $2,111 | $6,978-69.7% | $10,767-80.4% | $5,651-62.6% |