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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 | $43,783 | $65,034-32.7% | $90,970-51.9% | $79,856-45.2% |
| Participation rate | 84.4% | 61.6%+22.8pp | 69.0%+15.4pp | 69.6%+14.7pp |
| Annual return | 13.64% | 30.45%-16.8pp | 134.60%-121.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,660 | $1,247+113.3% | $2,122+25.4% | $2,471+7.7% |
| Participant deferral / active EE | $3,527 | $2,512+40.4% | $3,373+4.6% | $3,741-5.7% |
| Admin fee / account holder | $1,072 | $4,536-76.4% | $5,961-82.0% | $5,306-79.8% |