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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 | $27,872 | $108,226-74.2% | $77,513-64.0% | $158,950-82.5% |
| Participation rate | 94.1% | 64.4%+29.7pp | 54.2%+39.9pp | 82.0%+12.2pp |
| Annual return | 4.71% | 31.67%-27.0pp | 54.81%-50.1pp | 302.91%-298.2pp |
| Employer contribution / active EE | $2,182 | $1,325+64.6% | $987+121.1% | $4,762-54.2% |
| Participant deferral / active EE | $4,009 | $2,456+63.2% | $1,861+115.4% | $5,983-33.0% |
| Admin fee / account holder | $4,895 | $3,710+31.9% | $2,859+71.2% | $11,248-56.5% |