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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 | $43,496-65.4% | $161,489-90.7% | $64,340-76.6% |
| Participation rate | 97.4% | 53.5%+43.9pp | 78.7%+18.7pp | 55.2%+42.1pp |
| Annual return | 27.86% | 20.76%+7.1pp | 89.72%-61.9pp | 24.14%+3.7pp |
| Employer contribution / active EE | $1,391 | $1,431-2.8% | $4,268-67.4% | $1,862-25.3% |
| Participant deferral / active EE | $2,623 | $1,996+31.4% | $5,630-53.4% | $2,980-12.0% |
| Admin fee / account holder | $945 | $2,330-59.4% | $16,006-94.1% | $3,703-74.5% |