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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 | $43,241 | $78,690-45.0% | $161,489-73.2% | $87,485-50.6% |
| Participation rate | 77.8% | 67.5%+10.3pp | 78.7%-0.9pp | 68.9%+8.8pp |
| Annual return | 14.08% | 32.74%-18.7pp | 89.72%-75.6pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,853 | $2,588-28.4% | $4,268-56.6% | $2,596-28.6% |
| Participant deferral / active EE | $6,838 | $3,311+106.5% | $5,630+21.5% | $4,274+60.0% |
| Admin fee / account holder | $1,274 | $6,724-81.1% | $16,006-92.0% | $7,775-83.6% |