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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 | $42,250 | $93,589-54.9% | $135,942-68.9% | $75,181-43.8% |
| Participation rate | 75.9% | 75.2%+0.7pp | 81.9%-6.1pp | 67.2%+8.7pp |
| Annual return | 16.61% | 30.90%-14.3pp | 68.28%-51.7pp | 160.69%-144.1pp |
| Employer contribution / active EE | $1,065 | $3,537-69.9% | $4,858-78.1% | $2,671-60.1% |
| Participant deferral / active EE | $4,545 | $6,405-29.0% | $7,759-41.4% | $4,126+10.2% |
| Admin fee / account holder | $963 | $6,977-86.2% | $10,764-91.1% | $5,650-83.0% |