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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 | $28,314 | $77,638-63.5% | $156,551-81.9% | $62,881-55.0% |
| Participation rate | 80.8% | 71.2%+9.6pp | 84.0%-3.2pp | 69.3%+11.5pp |
| Annual return | 7.49% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,190 | $3,444-65.4% | $5,501-78.4% | $2,281-47.8% |
| Participant deferral / active EE | $2,910 | $3,046-4.4% | $4,871-40.3% | $3,203-9.1% |
| Admin fee / account holder | $6,455 | $5,561+16.1% | $13,028-50.5% | $4,296+50.3% |