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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 | $27,732 | $77,920-64.4% | $149,723-81.5% | $75,177-63.1% |
| Participation rate | 81.5% | 65.6%+15.9pp | 78.8%+2.7pp | 67.2%+14.3pp |
| Annual return | 18.46% | 31.72%-13.3pp | 134.50%-116.0pp | 160.75%-142.3pp |
| Employer contribution / active EE | $2,597 | $3,138-17.3% | $4,821-46.1% | $2,671-2.8% |
| Participant deferral / active EE | $5,239 | $3,411+53.6% | $5,682-7.8% | $4,126+27.0% |
| Admin fee / account holder | $1,347 | $5,951-77.4% | $13,215-89.8% | $5,651-76.2% |