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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 | $41,537 | $91,179-54.4% | $178,499-76.7% | $79,852-48.0% |
| Participation rate | 73.1% | 69.2%+3.9pp | 81.9%-8.9pp | 69.6%+3.4pp |
| Annual return | 17.08% | 24.19%-7.1pp | 151.10%-134.0pp | 31.72%-14.6pp |
| Employer contribution / active EE | $791 | $3,256-75.7% | $5,011-84.2% | $2,471-68.0% |
| Participant deferral / active EE | $1,151 | $3,236-64.4% | $5,202-77.9% | $3,740-69.2% |
| Admin fee / account holder | $4,988 | $6,749-26.1% | $13,986-64.3% | $5,306-6.0% |