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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 | $30,755 | $81,276-62.2% | $155,574-80.2% | $80,925-62.0% |
| Participation rate | 73.8% | 66.2%+7.6pp | 78.2%-4.4pp | 67.7%+6.2pp |
| Annual return | 11.40% | 33.36%-22.0pp | 64.87%-53.5pp | 35.65%-24.2pp |
| Employer contribution / active EE | $1,774 | $3,103-42.8% | $4,676-62.1% | $2,756-35.7% |
| Participant deferral / active EE | $2,958 | $3,453-14.3% | $5,629-47.5% | $4,299-31.2% |
| Admin fee / account holder | $1,425 | $7,993-82.2% | $15,914-91.0% | $6,940-79.5% |