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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 | $39,637 | $81,276-51.2% | $155,574-74.5% | $80,925-51.0% |
| Participation rate | 87.8% | 66.2%+21.6pp | 78.2%+9.6pp | 67.7%+20.1pp |
| Annual return | 19.17% | 33.36%-14.2pp | 64.87%-45.7pp | 35.65%-16.5pp |
| Employer contribution / active EE | $1,557 | $3,103-49.8% | $4,676-66.7% | $2,756-43.5% |
| Participant deferral / active EE | $4,513 | $3,453+30.7% | $5,629-19.8% | $4,299+5.0% |
| Admin fee / account holder | $1,833 | $7,993-77.1% | $15,914-88.5% | $6,940-73.6% |