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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 | $34,225 | $45,343-24.5% | $150,298-77.2% | $67,986-49.7% |
| Participation rate | 79.6% | 51.9%+27.8pp | 77.8%+1.9pp | 57.2%+22.4pp |
| Annual return | 14.38% | 33.28%-18.9pp | 62.79%-48.4pp | 31.67%-17.3pp |
| Employer contribution / active EE | $2,426 | $1,462+66.0% | $4,154-41.6% | $2,019+20.2% |
| Participant deferral / active EE | $1,516 | $2,055-26.2% | $5,453-72.2% | $3,358-54.9% |
| Admin fee / account holder | $5,396 | $2,250+139.9% | $14,116-61.8% | $3,203+68.5% |