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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 | $42,893 | $62,146-31.0% | $81,438-47.3% | $74,546-42.5% |
| Participation rate | 77.6% | 64.1%+13.5pp | 69.5%+8.0pp | 67.2%+10.3pp |
| Annual return | 11.93% | 16.49%-4.6pp | 24.74%-12.8pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $1,867 | $1,883-0.9% | $2,460-24.1% | $2,624-28.9% |
| Participant deferral / active EE | $2,861 | $3,229-11.4% | $3,883-26.3% | $4,347-34.2% |
| Admin fee / account holder | $3,205 | $1,922+66.8% | $5,764-44.4% | $1,944+64.9% |