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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 | $41,238 | $55,453-25.6% | $170,435-75.8% | $62,293-33.8% |
| Participation rate | 70.8% | 66.4%+4.4pp | 83.6%-12.8pp | 69.5%+1.2pp |
| Annual return | 15.05% | 21.38%-6.3pp | 205.94%-190.9pp | 28.90%-13.8pp |
| Employer contribution / active EE | $852 | $2,164-60.6% | $5,432-84.3% | $2,042-58.3% |
| Participant deferral / active EE | $1,411 | $2,303-38.7% | $4,939-71.4% | $3,169-55.5% |
| Admin fee / account holder | $585 | $455+28.6% | $13,881-95.8% | $479+22.1% |