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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 | $41,978 | $75,962-44.7% | $154,111-72.8% | $64,173-34.6% |
| Participation rate | 78.6% | 70.4%+8.2pp | 83.0%-4.5pp | 69.6%+9.0pp |
| Annual return | 4.69% | 30.32%-25.6pp | 735.18%-730.5pp | 7.63%-2.9pp |
| Employer contribution / active EE | $467 | $3,350-86.0% | $5,298-91.2% | $2,381-80.4% |
| Participant deferral / active EE | $2,466 | $3,175-22.3% | $5,081-51.5% | $3,470-28.9% |
| Admin fee / account holder | $1,985 | $5,589-64.5% | $13,411-85.2% | $4,887-59.4% |