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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 | $49,300 | $84,236-41.5% | $170,435-71.1% | $70,126-29.7% |
| Participation rate | 82.1% | 70.8%+11.3pp | 83.6%-1.5pp | 69.5%+12.6pp |
| Annual return | 13.57% | 23.06%-9.5pp | 205.94%-192.4pp | 73.15%-59.6pp |
| Employer contribution / active EE | $2,523 | $3,387-25.5% | $5,432-53.5% | $2,343+7.7% |
| Participant deferral / active EE | $2,481 | $3,086-19.6% | $4,939-49.8% | $3,332-25.5% |
| Admin fee / account holder | $387 | $5,698-93.2% | $13,881-97.2% | $4,645-91.7% |