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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 | $42,150 | $58,848-28.4% | $88,179-52.2% | $82,637-49.0% |
| Participation rate | 85.7% | 57.9%+27.8pp | 69.1%+16.6pp | 68.1%+17.7pp |
| Annual return | 18.65% | 22.76%-4.1pp | 64.97%-46.3pp | 53.51%-34.9pp |
| Employer contribution / active EE | $1,793 | $1,678+6.8% | $2,549-29.7% | $2,552-29.8% |
| Participant deferral / active EE | $4,944 | $3,124+58.3% | $4,614+7.2% | $4,126+19.8% |
| Admin fee / account holder | $1,381 | $4,795-71.2% | $7,673-82.0% | $7,339-81.2% |