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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 | $27,405 | $77,638-64.7% | $156,551-82.5% | $62,881-56.4% |
| Participation rate | 79.4% | 71.2%+8.2pp | 84.0%-4.6pp | 69.3%+10.1pp |
| Annual return | 4.63% | 50.33%-45.7pp | 32.23%-27.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,623 | $3,444-52.9% | $5,501-70.5% | $2,281-28.8% |
| Participant deferral / active EE | $2,392 | $3,046-21.5% | $4,871-50.9% | $3,203-25.3% |
| Admin fee / account holder | $11,035 | $5,561+98.4% | $13,028-15.3% | $4,296+156.9% |