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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 | $37,144 | $98,766-62.4% | $149,730-75.2% | $79,852-53.5% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.5%+2.3pp | 69.6%+15.1pp |
| Annual return | 14.91% | 27.43%-12.5pp | 276.70%-261.8pp | 31.72%-16.8pp |
| Employer contribution / active EE | $808 | $3,217-74.9% | $4,645-82.6% | $2,471-67.3% |
| Participant deferral / active EE | $4,522 | $5,681-20.4% | $6,843-33.9% | $3,740+20.9% |
| Admin fee / account holder | $4,729 | $6,052-21.9% | $9,310-49.2% | $5,306-10.9% |