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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 | $31,914 | $91,198-65.0% | $178,503-82.1% | $79,856-60.0% |
| Participation rate | 79.4% | 69.2%+10.2pp | 81.9%-2.5pp | 69.6%+9.8pp |
| Annual return | 17.89% | 24.20%-6.3pp | 151.12%-133.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,987 | $3,257-39.0% | $5,011-60.4% | $2,471-19.6% |
| Participant deferral / active EE | $3,949 | $3,237+22.0% | $5,202-24.1% | $3,741+5.6% |
| Admin fee / account holder | $799 | $6,748-88.2% | $13,987-94.3% | $5,306-84.9% |