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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 | $32,288 | $91,198-64.6% | $178,503-81.9% | $79,856-59.6% |
| Participation rate | 83.6% | 69.2%+14.3pp | 81.9%+1.6pp | 69.6%+13.9pp |
| Annual return | 26.51% | 24.20%+2.3pp | 151.12%-124.6pp | 31.71%-5.2pp |
| Employer contribution / active EE | $1,541 | $3,257-52.7% | $5,011-69.3% | $2,471-37.6% |
| Participant deferral / active EE | $3,423 | $3,237+5.8% | $5,202-34.2% | $3,741-8.5% |
| Admin fee / account holder | $1,803 | $6,748-73.3% | $13,987-87.1% | $5,306-66.0% |