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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 | $26,541 | $65,367-59.4% | $92,915-71.4% | $72,976-63.6% |
| Participation rate | 79.2% | 68.3%+10.9pp | 76.0%+3.2pp | 69.5%+9.7pp |
| Annual return | 22.24% | 42.11%-19.9pp | 109.45%-87.2pp | 81.02%-58.8pp |
| Employer contribution / active EE | $1,387 | $2,594-46.5% | $3,653-62.0% | $2,440-43.2% |
| Participant deferral / active EE | $3,324 | $3,128+6.3% | $4,238-21.6% | $3,608-7.9% |
| Admin fee / account holder | $1,223 | $4,251-71.2% | $5,796-78.9% | $5,124-76.1% |