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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 | $18,678 | $81,276-77.0% | $155,574-88.0% | $80,925-76.9% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.7%+20.3pp |
| Annual return | 14.95% | 33.36%-18.4pp | 64.87%-49.9pp | 35.65%-20.7pp |
| Employer contribution / active EE | $2,874 | $3,103-7.4% | $4,676-38.5% | $2,756+4.3% |
| Participant deferral / active EE | $4,190 | $3,453+21.3% | $5,629-25.6% | $4,299-2.5% |
| Admin fee / account holder | $2,226 | $7,993-72.1% | $15,914-86.0% | $6,940-67.9% |