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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 | $53,866 | $91,179-40.9% | $178,499-69.8% | $79,852-32.5% |
| Participation rate | 88.0% | 69.2%+18.8pp | 81.9%+6.1pp | 69.6%+18.4pp |
| Annual return | 13.88% | 24.19%-10.3pp | 151.10%-137.2pp | 31.72%-17.8pp |
| Employer contribution / active EE | $3,000 | $3,256-7.9% | $5,011-40.1% | $2,471+21.4% |
| Participant deferral / active EE | $1,348 | $3,236-58.3% | $5,202-74.1% | $3,740-64.0% |
| Admin fee / account holder | $320 | $6,749-95.3% | $13,986-97.7% | $5,306-94.0% |