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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 | $24,296 | $81,262-70.1% | $155,602-84.4% | $80,911-70.0% |
| Participation rate | 82.6% | 66.2%+16.4pp | 78.2%+4.4pp | 67.6%+15.0pp |
| Annual return | 14.49% | 33.34%-18.9pp | 64.81%-50.3pp | 35.63%-21.1pp |
| Employer contribution / active EE | $2,739 | $3,102-11.7% | $4,675-41.4% | $2,756-0.6% |
| Participant deferral / active EE | $6,097 | $3,451+76.6% | $5,629+8.3% | $4,297+41.9% |
| Admin fee / account holder | $956 | $7,992-88.0% | $15,923-94.0% | $6,935-86.2% |