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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 | $42,446 | $91,198-53.5% | $178,503-76.2% | $79,856-46.8% |
| Participation rate | 77.8% | 69.2%+8.6pp | 81.9%-4.2pp | 69.6%+8.1pp |
| Annual return | 17.09% | 24.20%-7.1pp | 151.12%-134.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,841 | $3,257-43.5% | $5,011-63.3% | $2,471-25.5% |
| Participant deferral / active EE | $4,888 | $3,237+51.0% | $5,202-6.0% | $3,741+30.7% |
| Admin fee / account holder | $433 | $6,748-93.6% | $13,987-96.9% | $5,306-91.8% |