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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 | $28,488 | $77,472-63.2% | $100,392-71.6% | $80,935-64.8% |
| Participation rate | 82.2% | 76.9%+5.3pp | 81.5%+0.7pp | 67.7%+14.6pp |
| Annual return | 15.11% | 37.26%-22.2pp | 49.45%-34.3pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,501 | $2,800-46.4% | $3,941-61.9% | $2,757-45.6% |
| Participant deferral / active EE | $16,089 | $6,818+136.0% | $8,090+98.9% | $4,299+274.2% |
| Admin fee / account holder | $15,478 | $5,885+163.0% | $7,904+95.8% | $6,924+123.5% |