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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 | $38,437 | $65,367-41.2% | $92,915-58.6% | $72,976-47.3% |
| Participation rate | 70.7% | 68.3%+2.4pp | 76.0%-5.3pp | 69.5%+1.2pp |
| Annual return | 19.36% | 42.11%-22.7pp | 109.45%-90.1pp | 81.02%-61.7pp |
| Employer contribution / active EE | $2,173 | $2,594-16.2% | $3,653-40.5% | $2,440-10.9% |
| Participant deferral / active EE | $6,151 | $3,128+96.6% | $4,238+45.1% | $3,608+70.5% |
| Admin fee / account holder | $710 | $4,251-83.3% | $5,796-87.8% | $5,124-86.1% |