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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 | $32,803 | $98,766-66.8% | $149,730-78.1% | $79,852-58.9% |
| Participation rate | 88.2% | 75.8%+12.5pp | 82.5%+5.8pp | 69.6%+18.6pp |
| Annual return | 20.39% | 27.43%-7.0pp | 276.70%-256.3pp | 31.72%-11.3pp |
| Employer contribution / active EE | $2,962 | $3,217-7.9% | $4,645-36.2% | $2,471+19.9% |
| Participant deferral / active EE | $5,393 | $5,681-5.1% | $6,843-21.2% | $3,740+44.2% |
| Admin fee / account holder | $1,353 | $6,052-77.6% | $9,310-85.5% | $5,306-74.5% |