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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 | $42,522 | $48,570-12.5% | $130,660-67.5% | $72,975-41.7% |
| Participation rate | 78.1% | 58.6%+19.6pp | 71.7%+6.4pp | 69.5%+8.6pp |
| Annual return | 18.51% | 38.63%-20.1pp | 1709.29%-1690.8pp | 81.01%-62.5pp |
| Employer contribution / active EE | $1,229 | $1,334-7.9% | $4,092-70.0% | $2,440-49.6% |
| Participant deferral / active EE | $2,221 | $2,384-6.8% | $3,603-38.4% | $3,608-38.4% |
| Admin fee / account holder | $9,772 | $3,549+175.4% | $5,463+78.9% | $5,124+90.7% |