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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 | $43,399 | $54,117-19.8% | $135,768-68.0% | $65,306-33.5% |
| Participation rate | 92.0% | 48.7%+43.4pp | 71.1%+21.0pp | 57.7%+34.4pp |
| Annual return | 12.63% | 21.76%-9.1pp | 526.10%-513.5pp | 21.94%-9.3pp |
| Employer contribution / active EE | $1,179 | $1,029+14.5% | $3,394-65.3% | $1,967-40.1% |
| Participant deferral / active EE | $3,981 | $2,395+66.2% | $3,977+0.1% | $2,959+34.5% |
| Admin fee / account holder | $3,688 | $4,541-18.8% | $7,048-47.7% | $3,480+6.0% |