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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 | $23,871 | $65,395-63.5% | $182,540-86.9% | $72,975-67.3% |
| Participation rate | 73.1% | 65.4%+7.6pp | 78.0%-4.9pp | 69.5%+3.6pp |
| Annual return | 25.67% | 27.68%-2.0pp | 148.58%-122.9pp | 81.01%-55.3pp |
| Employer contribution / active EE | $1,445 | $1,911-24.4% | $4,076-64.5% | $2,440-40.8% |
| Participant deferral / active EE | $4,108 | $3,563+15.3% | $5,525-25.6% | $3,608+13.9% |
| Admin fee / account holder | $12,934 | $4,245+204.7% | $8,593+50.5% | $5,124+152.4% |