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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 | $20,545 | $77,638-73.5% | $156,551-86.9% | $62,881-67.3% |
| Participation rate | 73.0% | 71.2%+1.8pp | 84.0%-11.0pp | 69.3%+3.7pp |
| Annual return | 15.58% | 50.33%-34.7pp | 32.23%-16.6pp | 20.14%-4.6pp |
| Employer contribution / active EE | $1,422 | $3,444-58.7% | $5,501-74.1% | $2,281-37.6% |
| Participant deferral / active EE | $891 | $3,046-70.8% | $4,871-81.7% | $3,203-72.2% |
| Admin fee / account holder | $4,312 | $5,561-22.5% | $13,028-66.9% | $4,296+0.4% |