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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 | $41,016-63.3% | $152,093-90.1% | $64,097-76.5% |
| Participation rate | 97.4% | 51.3%+46.0pp | 77.8%+19.6pp | 55.2%+42.2pp |
| Annual return | 27.86% | 39.60%-11.7pp | 66.36%-38.5pp | 34.64%-6.8pp |
| Employer contribution / active EE | $1,391 | $1,342+3.6% | $4,175-66.7% | $1,891-26.5% |
| Participant deferral / active EE | $2,623 | $1,927+36.1% | $5,451-51.9% | $3,080-14.8% |
| Admin fee / account holder | $945 | $2,305-59.0% | $14,497-93.5% | $3,454-72.6% |