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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 | $36,136 | $84,236-57.1% | $170,435-78.8% | $70,126-48.5% |
| Participation rate | 75.5% | 70.8%+4.6pp | 83.6%-8.1pp | 69.5%+5.9pp |
| Annual return | 14.87% | 23.06%-8.2pp | 205.94%-191.1pp | 73.15%-58.3pp |
| Employer contribution / active EE | $994 | $3,387-70.6% | $5,432-81.7% | $2,343-57.5% |
| Participant deferral / active EE | $1,576 | $3,086-48.9% | $4,939-68.1% | $3,332-52.7% |
| Admin fee / account holder | $5,155 | $5,698-9.5% | $13,881-62.9% | $4,645+11.0% |