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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 | $27,054 | $51,604-47.6% | $129,295-79.1% | $80,874-66.5% |
| Participation rate | 94.6% | 57.0%+37.7pp | 69.6%+25.0pp | 67.6%+27.0pp |
| Annual return | 19.48% | 20.76%-1.3pp | 9429.28%-9409.8pp | 35.62%-16.1pp |
| Employer contribution / active EE | $1,952 | $1,585+23.2% | $4,157-53.0% | $2,756-29.2% |
| Participant deferral / active EE | $5,133 | $2,670+92.2% | $4,169+23.1% | $4,297+19.5% |
| Admin fee / account holder | $468 | $4,310-89.1% | $7,665-93.9% | $6,935-93.2% |