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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 | $41,771 | $35,183+18.7% | $73,550-43.2% | $70,126-40.4% |
| Participation rate | 75.4% | 42.9%+32.5pp | 54.9%+20.5pp | 69.5%+5.8pp |
| Annual return | 17.28% | 26.90%-9.6pp | -15.16%+32.4pp | 73.15%-55.9pp |
| Employer contribution / active EE | $1,144 | $709+61.5% | $1,219-6.1% | $2,343-51.1% |
| Participant deferral / active EE | $2,403 | $1,220+97.0% | $1,804+33.2% | $3,332-27.9% |
| Admin fee / account holder | $705 | $2,302-69.4% | $2,320-69.6% | $4,645-84.8% |