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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 | $42,188 | $60,442-30.2% | $96,754-56.4% | $87,485-51.8% |
| Participation rate | 97.3% | 58.7%+38.6pp | 70.3%+27.0pp | 68.9%+28.4pp |
| Annual return | 15.58% | 21.97%-6.4pp | 82.04%-66.5pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,041 | $1,691-38.4% | $2,679-61.2% | $2,596-59.9% |
| Participant deferral / active EE | $4,318 | $3,280+31.6% | $4,758-9.2% | $4,274+1.0% |
| Admin fee / account holder | $2,241 | $5,069-55.8% | $8,905-74.8% | $7,775-71.2% |