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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 | $26,327 | $77,908-66.2% | $149,696-82.4% | $75,173-65.0% |
| Participation rate | 84.0% | 65.6%+18.4pp | 78.8%+5.2pp | 67.2%+16.8pp |
| Annual return | 14.00% | 31.73%-17.7pp | 134.46%-120.5pp | 160.72%-146.7pp |
| Employer contribution / active EE | $2,304 | $3,138-26.6% | $4,821-52.2% | $2,671-13.8% |
| Participant deferral / active EE | $1,579 | $3,411-53.7% | $5,682-72.2% | $4,126-61.7% |
| Admin fee / account holder | $6,700 | $5,950+12.6% | $13,212-49.3% | $5,651+18.6% |