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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 | $108,285-74.3% | $77,552-64.1% | $158,982-82.5% |
| Participation rate | 94.1% | 64.4%+29.7pp | 54.2%+39.9pp | 82.0%+12.2pp |
| Annual return | 4.71% | 31.69%-27.0pp | 54.82%-50.1pp | 302.99%-298.3pp |
| Employer contribution / active EE | $2,182 | $1,325+64.7% | $987+121.1% | $4,763-54.2% |
| Participant deferral / active EE | $4,009 | $2,455+63.3% | $1,861+115.4% | $5,983-33.0% |
| Admin fee / account holder | $4,895 | $3,709+32.0% | $2,859+71.2% | $11,252-56.5% |