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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 | $29,595 | $52,580-43.7% | $71,671-58.7% | $70,126-57.8% |
| Participation rate | 84.4% | 60.9%+23.5pp | 68.7%+15.6pp | 69.5%+14.8pp |
| Annual return | 14.10% | 20.25%-6.1pp | 20.65%-6.5pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,926 | $1,616+19.2% | $2,460-21.7% | $2,343-17.8% |
| Participant deferral / active EE | $2,756 | $2,386+15.5% | $3,438-19.9% | $3,332-17.3% |
| Admin fee / account holder | $1,557 | $3,653-57.4% | $5,558-72.0% | $4,645-66.5% |