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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 | $43,764 | $98,766-55.7% | $149,730-70.8% | $79,852-45.2% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 17.81% | 27.43%-9.6pp | 276.70%-258.9pp | 31.72%-13.9pp |
| Employer contribution / active EE | $2,460 | $3,217-23.5% | $4,645-47.0% | $2,471-0.5% |
| Participant deferral / active EE | $5,745 | $5,681+1.1% | $6,843-16.0% | $3,740+53.6% |
| Admin fee / account holder | $664 | $6,052-89.0% | $9,310-92.9% | $5,306-87.5% |