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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 | $15,052 | $45,343-66.8% | $150,298-90.0% | $67,986-77.9% |
| Participation rate | 97.4% | 51.9%+45.5pp | 77.8%+19.6pp | 57.2%+40.2pp |
| Annual return | 27.86% | 33.28%-5.4pp | 62.79%-34.9pp | 31.67%-3.8pp |
| Employer contribution / active EE | $1,391 | $1,462-4.9% | $4,154-66.5% | $2,019-31.1% |
| Participant deferral / active EE | $2,623 | $2,055+27.7% | $5,453-51.9% | $3,358-21.9% |
| Admin fee / account holder | $945 | $2,250-58.0% | $14,116-93.3% | $3,203-70.5% |