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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 | $26,118 | $65,367-60.0% | $92,915-71.9% | $72,976-64.2% |
| Participation rate | 77.2% | 68.3%+8.9pp | 76.0%+1.2pp | 69.5%+7.7pp |
| Annual return | 23.59% | 42.11%-18.5pp | 109.45%-85.9pp | 81.02%-57.4pp |
| Employer contribution / active EE | $1,917 | $2,594-26.1% | $3,653-47.5% | $2,440-21.5% |
| Participant deferral / active EE | $3,161 | $3,128+1.1% | $4,238-25.4% | $3,608-12.4% |
| Admin fee / account holder | $1,442 | $4,251-66.1% | $5,796-75.1% | $5,124-71.9% |