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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 | $88,360-67.3% | $145,433-80.1% | $67,986-57.5% |
| Participation rate | 72.2% | 65.5%+6.7pp | 82.1%-9.9pp | 57.2%+15.0pp |
| Annual return | 17.39% | 63.15%-45.8pp | 66.58%-49.2pp | 31.67%-14.3pp |
| Employer contribution / active EE | $675 | $3,054-77.9% | $4,554-85.2% | $2,019-66.6% |
| Participant deferral / active EE | $4,233 | $5,932-28.6% | $7,897-46.4% | $3,358+26.1% |
| Admin fee / account holder | $1,411 | $3,313-57.4% | $13,129-89.3% | $3,203-55.9% |