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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 | $49,837 | $77,908-36.0% | $149,696-66.7% | $75,173-33.7% |
| Participation rate | 75.8% | 65.6%+10.2pp | 78.8%-3.0pp | 67.2%+8.6pp |
| Annual return | 13.77% | 31.73%-18.0pp | 134.46%-120.7pp | 160.72%-147.0pp |
| Employer contribution / active EE | $868 | $3,138-72.3% | $4,821-82.0% | $2,671-67.5% |
| Participant deferral / active EE | $2,401 | $3,411-29.6% | $5,682-57.7% | $4,126-41.8% |
| Admin fee / account holder | $15,046 | $5,950+152.9% | $13,212+13.9% | $5,651+166.3% |