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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 | $39,524 | $57,541-31.3% | $95,759-58.7% | $75,177-47.4% |
| Participation rate | 87.3% | 62.5%+24.8pp | 72.3%+15.0pp | 67.2%+20.1pp |
| Annual return | 22.59% | 34.93%-12.3pp | 28.42%-5.8pp | 160.75%-138.2pp |
| Employer contribution / active EE | $7,055 | $1,808+290.3% | $2,836+148.8% | $2,671+164.1% |
| Participant deferral / active EE | $6,389 | $3,074+107.8% | $4,244+50.6% | $4,126+54.8% |
| Admin fee / account holder | $1,406 | $4,099-65.7% | $5,678-75.2% | $5,651-75.1% |