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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 | $45,661 | $91,198-49.9% | $178,503-74.4% | $79,856-42.8% |
| Participation rate | 77.8% | 69.2%+8.6pp | 81.9%-4.2pp | 69.6%+8.1pp |
| Annual return | 17.64% | 24.20%-6.6pp | 151.12%-133.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,920 | $3,257-41.0% | $5,011-61.7% | $2,471-22.3% |
| Participant deferral / active EE | $3,252 | $3,237+0.5% | $5,202-37.5% | $3,741-13.1% |
| Admin fee / account holder | $1,382 | $6,748-79.5% | $13,987-90.1% | $5,306-73.9% |