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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 | $19,908 | $56,110-64.5% | $94,993-79.0% | $70,126-71.6% |
| Participation rate | 92.3% | 65.0%+27.3pp | 73.9%+18.4pp | 69.5%+22.8pp |
| Annual return | 14.56% | 51.02%-36.5pp | 27.14%-12.6pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,991 | $1,442+38.0% | $2,603-23.5% | $2,343-15.0% |
| Participant deferral / active EE | $4,326 | $2,391+80.9% | $3,317+30.4% | $3,332+29.8% |
| Admin fee / account holder | $725 | $3,456-79.0% | $4,960-85.4% | $4,645-84.4% |