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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 | $28,869 | $82,133-64.9% | $147,318-80.4% | $64,097-55.0% |
| Participation rate | 72.2% | 62.3%+9.9pp | 82.1%-9.8pp | 55.2%+17.0pp |
| Annual return | 17.39% | 78.78%-61.4pp | 70.43%-53.0pp | 34.64%-17.2pp |
| Employer contribution / active EE | $675 | $2,872-76.5% | $4,593-85.3% | $1,891-64.3% |
| Participant deferral / active EE | $4,233 | $5,407-21.7% | $7,906-46.5% | $3,080+37.4% |
| Admin fee / account holder | $1,411 | $3,730-62.2% | $13,708-89.7% | $3,454-59.1% |