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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 | $28,606 | $77,814-63.2% | $158,223-81.9% | $86,983-67.1% |
| Participation rate | 72.7% | 68.4%+4.3pp | 79.2%-6.5pp | 69.5%+3.2pp |
| Annual return | 15.60% | 30.54%-14.9pp | 52.09%-36.5pp | 25.83%-10.2pp |
| Employer contribution / active EE | $1,228 | $2,592-52.6% | $4,109-70.1% | $2,584-52.5% |
| Participant deferral / active EE | $4,537 | $3,270+38.8% | $5,467-17.0% | $4,194+8.2% |
| Admin fee / account holder | $2,758 | $5,879-53.1% | $16,047-82.8% | $7,856-64.9% |