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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 | $40,950 | $65,027-37.0% | $90,970-55.0% | $79,852-48.7% |
| Participation rate | 83.9% | 61.6%+22.3pp | 69.0%+14.9pp | 69.6%+14.2pp |
| Annual return | 12.42% | 30.45%-18.0pp | 134.58%-122.2pp | 31.72%-19.3pp |
| Employer contribution / active EE | $1,630 | $1,247+30.6% | $2,122-23.2% | $2,471-34.1% |
| Participant deferral / active EE | $2,872 | $2,512+14.4% | $3,373-14.8% | $3,740-23.2% |
| Admin fee / account holder | $9,460 | $4,535+108.6% | $5,960+58.7% | $5,306+78.3% |