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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 | $42,177 | $51,638-18.3% | $68,368-38.3% | $82,448-48.8% |
| Participation rate | 76.5% | 63.6%+12.9pp | 73.8%+2.7pp | 68.1%+8.4pp |
| Annual return | 15.79% | 37.53%-21.7pp | 292.57%-276.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,429 | $2,047-30.2% | $2,649-46.0% | $2,551-44.0% |
| Participant deferral / active EE | $4,980 | $2,914+70.9% | $4,123+20.8% | $4,139+20.3% |
| Admin fee / account holder | $5,635 | $4,643+21.3% | $5,150+9.4% | $7,234-22.1% |