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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 | $32,944 | $87,037-62.1% | $106,201-69.0% | $80,874-59.3% |
| Participation rate | 89.8% | 70.4%+19.3pp | 75.3%+14.5pp | 67.6%+22.1pp |
| Annual return | 11.26% | 17.05%-5.8pp | 116.26%-105.0pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,297 | $2,396-45.9% | $3,170-59.1% | $2,756-52.9% |
| Participant deferral / active EE | $2,735 | $3,986-31.4% | $5,012-45.4% | $4,297-36.3% |
| Admin fee / account holder | $12,152 | $8,434+44.1% | $11,039+10.1% | $6,935+75.2% |