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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 | $15,844 | $62,592-74.7% | $85,693-81.5% | $85,856-81.5% |
| Participation rate | 71.4% | 61.1%+10.3pp | 69.9%+1.6pp | 69.3%+2.1pp |
| Annual return | 18.41% | 23.77%-5.4pp | 21.49%-3.1pp | 318.58%-300.2pp |
| Employer contribution / active EE | $2,197 | $1,755+25.2% | $2,618-16.1% | $2,565-14.3% |
| Participant deferral / active EE | $3,584 | $2,802+27.9% | $3,923-8.6% | $3,952-9.3% |
| Admin fee / account holder | $1,214 | $4,643-73.8% | $6,874-82.3% | $6,261-80.6% |