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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 | $41,324 | $58,726-29.6% | $142,898-71.1% | $85,851-51.9% |
| Participation rate | 77.8% | 58.5%+19.3pp | 72.0%+5.8pp | 69.3%+8.5pp |
| Annual return | 14.72% | 27.73%-13.0pp | 5639.64%-5624.9pp | 318.63%-303.9pp |
| Employer contribution / active EE | $1,893 | $1,424+32.9% | $4,146-54.3% | $2,565-26.2% |
| Participant deferral / active EE | $3,331 | $2,609+27.7% | $3,838-13.2% | $3,952-15.7% |
| Admin fee / account holder | $5,050 | $4,234+19.3% | $6,560-23.0% | $6,261-19.3% |