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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 | $47,790 | $77,920-38.7% | $149,723-68.1% | $75,177-36.4% |
| Participation rate | 75.8% | 65.6%+10.2pp | 78.8%-3.0pp | 67.2%+8.6pp |
| Annual return | 13.65% | 31.72%-18.1pp | 134.50%-120.8pp | 160.75%-147.1pp |
| Employer contribution / active EE | $4,082 | $3,138+30.1% | $4,821-15.3% | $2,671+52.8% |
| Participant deferral / active EE | $2,223 | $3,411-34.8% | $5,682-60.9% | $4,126-46.1% |
| Admin fee / account holder | $1,105 | $5,951-81.4% | $13,215-91.6% | $5,651-80.4% |