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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 | $26,870 | $81,331-67.0% | $155,534-82.7% | $80,935-66.8% |
| Participation rate | 71.1% | 66.3%+4.9pp | 78.2%-7.1pp | 67.7%+3.4pp |
| Annual return | 18.79% | 33.37%-14.6pp | 64.92%-46.1pp | 35.66%-16.9pp |
| Employer contribution / active EE | $1,023 | $3,105-67.1% | $4,675-78.1% | $2,757-62.9% |
| Participant deferral / active EE | $9,853 | $3,454+185.2% | $5,630+75.0% | $4,299+129.2% |
| Admin fee / account holder | $2,696 | $7,999-66.3% | $15,900-83.0% | $6,924-61.1% |