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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 | $62,164-31.0% | $81,482-47.4% | $74,400-42.3% |
| Participation rate | 77.6% | 64.1%+13.5pp | 69.5%+8.0pp | 67.2%+10.3pp |
| Annual return | 11.93% | 16.50%-4.6pp | 24.79%-12.9pp | 1367.51%-1355.6pp |
| Employer contribution / active EE | $1,867 | $1,884-0.9% | $2,463-24.2% | $2,624-28.9% |
| Participant deferral / active EE | $2,861 | $3,230-11.4% | $3,885-26.4% | $4,348-34.2% |
| Admin fee / account holder | $3,205 | $1,923+66.7% | $5,761-44.4% | $1,944+64.9% |