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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 | $42,491 | $45,872-7.4% | $77,100-44.9% | $68,490-38.0% |
| Participation rate | 89.3% | 55.9%+33.4pp | 67.9%+21.4pp | 67.9%+21.4pp |
| Annual return | 8.78% | 1.73%+7.1pp | 42.35%-33.6pp | -7.85%+16.6pp |
| Employer contribution / active EE | $2,407 | $1,650+45.9% | $2,815-14.5% | $2,597-7.3% |
| Participant deferral / active EE | $6,692 | $2,963+125.9% | $4,430+51.1% | $4,028+66.2% |
| Admin fee / account holder | $12,122 | $3,041+298.6% | $5,443+122.7% | $5,403+124.4% |