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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 | $77,814-55.3% | $158,223-78.0% | $86,983-60.0% |
| Participation rate | 98.7% | 68.4%+30.3pp | 79.2%+19.5pp | 69.5%+29.2pp |
| Annual return | 15.53% | 30.54%-15.0pp | 52.09%-36.6pp | 25.83%-10.3pp |
| Employer contribution / active EE | $1,315 | $2,592-49.3% | $4,109-68.0% | $2,584-49.1% |
| Participant deferral / active EE | $1,232 | $3,270-62.3% | $5,467-77.5% | $4,194-70.6% |
| Admin fee / account holder | $817 | $5,879-86.1% | $16,047-94.9% | $7,856-89.6% |