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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 | $32,610 | $84,236-61.3% | $170,435-80.9% | $70,126-53.5% |
| Participation rate | 92.6% | 70.8%+21.8pp | 83.6%+9.0pp | 69.5%+23.1pp |
| Annual return | 13.88% | 23.06%-9.2pp | 205.94%-192.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,458 | $3,387-57.0% | $5,432-73.2% | $2,343-37.8% |
| Participant deferral / active EE | $3,746 | $3,086+21.4% | $4,939-24.2% | $3,332+12.4% |
| Admin fee / account holder | $2,069 | $5,698-63.7% | $13,881-85.1% | $4,645-55.5% |