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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 | $41,363 | $47,977-13.8% | $154,114-73.2% | $56,287-26.5% |
| Participation rate | 84.2% | 66.2%+18.0pp | 83.0%+1.1pp | 69.9%+14.3pp |
| Annual return | 9.75% | 3.54%+6.2pp | 735.16%-725.4pp | -9.96%+19.7pp |
| Employer contribution / active EE | $1,584 | $2,169-26.9% | $5,298-70.1% | $2,111-24.9% |
| Participant deferral / active EE | $2,136 | $2,392-10.7% | $5,081-58.0% | $3,350-36.2% |
| Admin fee / account holder | $979 | $438+123.3% | $13,411-92.7% | $521+87.9% |