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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 | $31,746 | $91,179-65.2% | $178,499-82.2% | $79,852-60.2% |
| Participation rate | 70.5% | 69.2%+1.2pp | 81.9%-11.5pp | 69.6%+0.8pp |
| Annual return | 13.67% | 24.19%-10.5pp | 151.10%-137.4pp | 31.72%-18.0pp |
| Employer contribution / active EE | $1,349 | $3,256-58.6% | $5,011-73.1% | $2,471-45.4% |
| Participant deferral / active EE | $2,844 | $3,236-12.1% | $5,202-45.3% | $3,740-24.0% |
| Admin fee / account holder | $10,543 | $6,749+56.2% | $13,986-24.6% | $5,306+98.7% |