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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 | $20,410 | $81,331-74.9% | $155,534-86.9% | $80,935-74.8% |
| Participation rate | 75.4% | 66.3%+9.2pp | 78.2%-2.8pp | 67.7%+7.7pp |
| Annual return | 10.77% | 33.37%-22.6pp | 64.92%-54.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $2,019 | $3,105-35.0% | $4,675-56.8% | $2,757-26.8% |
| Participant deferral / active EE | $4,613 | $3,454+33.5% | $5,630-18.1% | $4,299+7.3% |
| Admin fee / account holder | $2,062 | $7,999-74.2% | $15,900-87.0% | $6,924-70.2% |