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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 | $37,872 | $95,415-60.3% | $185,851-79.6% | $85,851-55.9% |
| Participation rate | 78.9% | 68.8%+10.2pp | 81.7%-2.8pp | 69.3%+9.6pp |
| Annual return | 12.96% | 23.59%-10.6pp | 122.11%-109.1pp | 318.63%-305.7pp |
| Employer contribution / active EE | $1,529 | $3,314-53.9% | $5,168-70.4% | $2,565-40.4% |
| Participant deferral / active EE | $2,604 | $3,424-24.0% | $5,569-53.2% | $3,952-34.1% |
| Admin fee / account holder | $8,632 | $7,215+19.6% | $16,245-46.9% | $6,261+37.9% |