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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 | $34,816 | $86,050-59.5% | $189,758-81.7% | $94,015-63.0% |
| Participation rate | 98.7% | 68.9%+29.8pp | 79.8%+18.9pp | 70.8%+27.9pp |
| Annual return | 15.53% | 17.77%-2.2pp | 52.62%-37.1pp | 17.84%-2.3pp |
| Employer contribution / active EE | $1,315 | $2,819-53.3% | $4,767-72.4% | $2,790-52.9% |
| Participant deferral / active EE | $1,232 | $3,349-63.2% | $5,856-79.0% | $4,249-71.0% |
| Admin fee / account holder | $817 | $6,627-87.7% | $20,388-96.0% | $8,951-90.9% |