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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 | $27,711 | $80,992-65.8% | $96,534-71.3% | $75,173-63.1% |
| Participation rate | 79.2% | 71.8%+7.5pp | 76.0%+3.3pp | 67.2%+12.0pp |
| Annual return | 12.90% | 27.05%-14.1pp | 25.88%-13.0pp | 160.72%-147.8pp |
| Employer contribution / active EE | $2,244 | $2,283-1.7% | $2,965-24.3% | $2,671-16.0% |
| Participant deferral / active EE | $3,792 | $3,929-3.5% | $4,851-21.8% | $4,126-8.1% |
| Admin fee / account holder | $28,448 | $6,717+323.5% | $8,253+244.7% | $5,651+403.5% |