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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 | $34,939 | $94,439-63.0% | $73,658-52.6% | $154,746-77.4% |
| Participation rate | 87.5% | 64.7%+22.8pp | 57.0%+30.5pp | 80.7%+6.8pp |
| Annual return | 18.94% | 28.25%-9.3pp | 29.72%-10.8pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,208 | $1,257-3.9% | $1,032+17.1% | $4,379-72.4% |
| Participant deferral / active EE | $7,816 | $2,527+209.3% | $2,062+279.1% | $6,730+16.1% |
| Admin fee / account holder | $1,132 | $3,843-70.5% | $3,357-66.3% | $14,365-92.1% |