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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 | $15,047 | $78,690-80.9% | $161,489-90.7% | $87,485-82.8% |
| Participation rate | 96.4% | 67.5%+29.0pp | 78.7%+17.7pp | 68.9%+27.5pp |
| Annual return | 20.87% | 32.74%-11.9pp | 89.72%-68.9pp | 26.06%-5.2pp |
| Employer contribution / active EE | $1,810 | $2,588-30.1% | $4,268-57.6% | $2,596-30.3% |
| Participant deferral / active EE | $4,502 | $3,311+36.0% | $5,630-20.0% | $4,274+5.3% |
| Admin fee / account holder | $5,175 | $6,724-23.0% | $16,006-67.7% | $7,775-33.4% |