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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 | $29,517 | $32,425-9.0% | $74,577-60.4% | $55,167-46.5% |
| Participation rate | 70.3% | 54.0%+16.3pp | 68.1%+2.2pp | 69.0%+1.3pp |
| Annual return | 8.74% | 10.63%-1.9pp | 20.47%-11.7pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,842 | $1,043+76.5% | $2,525-27.1% | $1,963-6.2% |
| Participant deferral / active EE | $3,317 | $1,995+66.3% | $3,458-4.1% | $3,054+8.6% |
| Admin fee / account holder | $1,768 | $748+136.2% | $4,138-57.3% | $504+250.8% |