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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 | $11,845 | $51,638-77.1% | $68,368-82.7% | $82,448-85.6% |
| Participation rate | 72.2% | 63.6%+8.6pp | 73.8%-1.5pp | 68.1%+4.2pp |
| Annual return | 21.45% | 37.53%-16.1pp | 292.57%-271.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $1,856 | $2,047-9.3% | $2,649-29.9% | $2,551-27.3% |
| Participant deferral / active EE | $3,388 | $2,914+16.3% | $4,123-17.8% | $4,139-18.2% |
| Admin fee / account holder | $5,061 | $4,643+9.0% | $5,150-1.7% | $7,234-30.0% |