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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 | $57,446 | $78,423-26.7% | $95,964-40.1% | $79,856-28.1% |
| Participation rate | 88.2% | 73.5%+14.7pp | 77.1%+11.2pp | 69.6%+18.6pp |
| Annual return | 13.06% | 19.37%-6.3pp | 91.64%-78.6pp | 31.71%-18.6pp |
| Employer contribution / active EE | $869 | $1,945-55.3% | $2,541-65.8% | $2,471-64.8% |
| Participant deferral / active EE | $2,107 | $3,440-38.8% | $4,167-49.4% | $3,741-43.7% |
| Admin fee / account holder | $4,749 | $5,622-15.5% | $6,797-30.1% | $5,306-10.5% |