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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 | $41,489 | $107,733-61.5% | $92,985-55.4% | $154,746-73.2% |
| Participation rate | 95.0% | 74.6%+20.4pp | 69.5%+25.5pp | 80.7%+14.3pp |
| Annual return | 13.55% | 30.39%-16.8pp | 27.99%-14.4pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,419 | $3,126-54.6% | $2,662-46.7% | $4,379-67.6% |
| Participant deferral / active EE | $3,528 | $5,053-30.2% | $4,377-19.4% | $6,730-47.6% |
| Admin fee / account holder | $33,386 | $11,369+193.7% | $9,463+252.8% | $14,365+132.4% |