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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 | $23,843 | $72,273-67.0% | $101,275-76.5% | $79,856-70.1% |
| Participation rate | 77.8% | 68.5%+9.3pp | 75.8%+2.0pp | 69.6%+8.1pp |
| Annual return | 17.63% | 22.30%-4.7pp | 46.48%-28.9pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,729 | $2,691-35.8% | $3,660-52.8% | $2,471-30.0% |
| Participant deferral / active EE | $3,890 | $3,282+18.6% | $4,371-11.0% | $3,741+4.0% |
| Admin fee / account holder | $2,157 | $4,401-51.0% | $5,948-63.7% | $5,306-59.4% |