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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 | $57,742 | $107,421-46.2% | $182,262-68.3% | $94,015-38.6% |
| Participation rate | 78.4% | 77.8%+0.6pp | 84.2%-5.8pp | 70.8%+7.6pp |
| Annual return | 16.64% | 21.32%-4.7pp | 140.60%-124.0pp | 17.84%-1.2pp |
| Employer contribution / active EE | $2,203 | $3,448-36.1% | $5,046-56.3% | $2,790-21.0% |
| Participant deferral / active EE | $5,679 | $6,558-13.4% | $8,276-31.4% | $4,249+33.6% |
| Admin fee / account holder | $16,390 | $8,692+88.6% | $16,712-1.9% | $8,951+83.1% |