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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 | $42,054 | $76,407-45.0% | $150,298-72.0% | $82,448-49.0% |
| Participation rate | 78.7% | 66.4%+12.3pp | 77.8%+1.0pp | 68.1%+10.7pp |
| Annual return | 14.66% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,996 | $2,614-23.7% | $4,154-52.0% | $2,551-21.8% |
| Participant deferral / active EE | $4,321 | $3,214+34.4% | $5,453-20.8% | $4,139+4.4% |
| Admin fee / account holder | $1,356 | $6,352-78.6% | $14,116-90.4% | $7,234-81.3% |