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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 | $26,646 | $77,816-65.8% | $123,552-78.4% | $64,173-58.5% |
| Participation rate | 80.2% | 74.7%+5.5pp | 82.3%-2.1pp | 69.6%+10.7pp |
| Annual return | 5.65% | 12.49%-6.8pp | 119.20%-113.6pp | 7.63%-2.0pp |
| Employer contribution / active EE | $720 | $3,014-76.1% | $4,628-84.5% | $2,381-69.8% |
| Participant deferral / active EE | $4,888 | $5,240-6.7% | $6,426-23.9% | $3,470+40.9% |
| Admin fee / account holder | $3,171 | $5,519-42.5% | $9,285-65.8% | $4,887-35.1% |