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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 | $41,829 | $81,233-48.5% | $155,567-73.1% | $80,874-48.3% |
| Participation rate | 85.2% | 66.2%+19.0pp | 78.2%+7.0pp | 67.6%+17.5pp |
| Annual return | 12.77% | 33.33%-20.6pp | 64.74%-52.0pp | 35.62%-22.9pp |
| Employer contribution / active EE | $1,194 | $3,101-61.5% | $4,674-74.5% | $2,756-56.7% |
| Participant deferral / active EE | $1,802 | $3,452-47.8% | $5,628-68.0% | $4,297-58.1% |
| Admin fee / account holder | $12,582 | $7,998+57.3% | $15,916-20.9% | $6,935+81.4% |