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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 | $87,166-52.4% | $76,735-45.9% | $137,256-69.8% |
| Participation rate | 95.0% | 74.4%+20.6pp | 69.5%+25.5pp | 80.0%+15.0pp |
| Annual return | 13.55% | 26.50%-13.0pp | 29.77%-16.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,419 | $2,904-51.1% | $2,454-42.2% | $4,156-65.8% |
| Participant deferral / active EE | $3,528 | $4,726-25.4% | $4,088-13.7% | $6,407-44.9% |
| Admin fee / account holder | $33,386 | $8,403+297.3% | $7,189+364.4% | $12,270+172.1% |