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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 | $21,058 | $77,638-72.9% | $156,551-86.5% | $62,881-66.5% |
| Participation rate | 85.0% | 71.2%+13.8pp | 84.0%+1.0pp | 69.3%+15.7pp |
| Annual return | 4.72% | 50.33%-45.6pp | 32.23%-27.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,207 | $3,444-65.0% | $5,501-78.1% | $2,281-47.1% |
| Participant deferral / active EE | $3,730 | $3,046+22.5% | $4,871-23.4% | $3,203+16.5% |
| Admin fee / account holder | $4,842 | $5,561-12.9% | $13,028-62.8% | $4,296+12.7% |