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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 | $27,104 | $72,273-62.5% | $101,275-73.2% | $79,856-66.1% |
| Participation rate | 77.8% | 68.5%+9.3pp | 75.8%+2.0pp | 69.6%+8.1pp |
| Annual return | 12.78% | 22.30%-9.5pp | 46.48%-33.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,121 | $2,691-21.2% | $3,660-42.0% | $2,471-14.2% |
| Participant deferral / active EE | $2,323 | $3,282-29.2% | $4,371-46.9% | $3,741-37.9% |
| Admin fee / account holder | $1,072 | $4,401-75.7% | $5,948-82.0% | $5,306-79.8% |