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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 | $30,397 | $65,364-53.5% | $92,909-67.3% | $72,975-58.3% |
| Participation rate | 74.7% | 68.3%+6.4pp | 76.0%-1.3pp | 69.5%+5.2pp |
| Annual return | 18.67% | 42.11%-23.4pp | 109.44%-90.8pp | 81.01%-62.3pp |
| Employer contribution / active EE | $747 | $2,594-71.2% | $3,653-79.6% | $2,440-69.4% |
| Participant deferral / active EE | $2,243 | $3,128-28.3% | $4,238-47.1% | $3,608-37.8% |
| Admin fee / account holder | $4,820 | $4,251+13.4% | $5,795-16.8% | $5,124-5.9% |