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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 | $32,106 | $84,236-61.9% | $170,435-81.2% | $70,126-54.2% |
| Participation rate | 87.3% | 70.8%+16.4pp | 83.6%+3.7pp | 69.5%+17.7pp |
| Annual return | 14.74% | 23.06%-8.3pp | 205.94%-191.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $2,965 | $3,387-12.5% | $5,432-45.4% | $2,343+26.6% |
| Participant deferral / active EE | $1,764 | $3,086-42.8% | $4,939-64.3% | $3,332-47.1% |
| Admin fee / account holder | $1,976 | $5,698-65.3% | $13,881-85.8% | $4,645-57.5% |