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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 | $22,976 | $51,222-55.1% | $70,544-67.4% | $75,173-69.4% |
| Participation rate | 81.4% | 61.0%+20.4pp | 68.4%+13.0pp | 67.2%+14.2pp |
| Annual return | 23.64% | 30.06%-6.4pp | 32.79%-9.1pp | 160.72%-137.1pp |
| Employer contribution / active EE | $2,291 | $1,827+25.4% | $2,976-23.0% | $2,671-14.2% |
| Participant deferral / active EE | $3,323 | $2,850+16.6% | $4,568-27.3% | $4,126-19.5% |
| Admin fee / account holder | $959 | $4,096-76.6% | $6,427-85.1% | $5,651-83.0% |