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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 | $34,150 | $46,599-26.7% | $64,101-46.7% | $75,173-54.6% |
| Participation rate | 78.6% | 65.9%+12.6pp | 72.3%+6.3pp | 67.2%+11.4pp |
| Annual return | 12.36% | 26.06%-13.7pp | 33.72%-21.4pp | 160.72%-148.4pp |
| Employer contribution / active EE | $2,040 | $1,975+3.3% | $2,749-25.8% | $2,671-23.6% |
| Participant deferral / active EE | $3,501 | $2,837+23.4% | $3,881-9.8% | $4,126-15.2% |
| Admin fee / account holder | $1,271 | $2,956-57.0% | $3,070-58.6% | $5,651-77.5% |