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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 | $16,877 | $57,541-70.7% | $95,740-82.4% | $75,173-77.5% |
| Participation rate | 84.0% | 62.5%+21.5pp | 72.3%+11.7pp | 67.2%+16.8pp |
| Annual return | 22.93% | 34.93%-12.0pp | 28.41%-5.5pp | 160.72%-137.8pp |
| Employer contribution / active EE | $2,349 | $1,808+29.9% | $2,836-17.2% | $2,671-12.1% |
| Participant deferral / active EE | $2,576 | $3,074-16.2% | $4,244-39.3% | $4,126-37.6% |
| Admin fee / account holder | $2,320 | $4,099-43.4% | $5,676-59.1% | $5,651-58.9% |