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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 | $27,405 | $61,605-55.5% | $112,273-75.6% | $75,173-63.5% |
| Participation rate | 80.0% | 61.7%+18.3pp | 72.4%+7.6pp | 67.2%+12.8pp |
| Annual return | 16.30% | 28.47%-12.2pp | 30.23%-13.9pp | 160.72%-144.4pp |
| Employer contribution / active EE | $3,133 | $2,015+55.5% | $3,431-8.7% | $2,671+17.3% |
| Participant deferral / active EE | $1,738 | $3,108-44.1% | $4,800-63.8% | $4,126-57.9% |
| Admin fee / account holder | $1,382 | $4,862-71.6% | $7,752-82.2% | $5,651-75.5% |