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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 | $38,726 | $89,367-56.7% | $141,191-72.6% | $72,975-46.9% |
| Participation rate | 73.3% | 75.1%-1.8pp | 82.5%-9.1pp | 69.5%+3.8pp |
| Annual return | 25.20% | 111.87%-86.7pp | 71.41%-46.2pp | 81.01%-55.8pp |
| Employer contribution / active EE | $772 | $3,115-75.2% | $4,736-83.7% | $2,440-68.4% |
| Participant deferral / active EE | $3,670 | $5,419-32.3% | $6,710-45.3% | $3,608+1.7% |
| Admin fee / account holder | $809 | $5,957-86.4% | $10,264-92.1% | $5,124-84.2% |