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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 | $17,309 | $70,684-75.5% | $169,390-89.8% | $75,173-77.0% |
| Participation rate | 94.4% | 64.8%+29.6pp | 77.2%+17.3pp | 67.2%+27.2pp |
| Annual return | 14.57% | 36.38%-21.8pp | 406.07%-391.5pp | 160.72%-146.2pp |
| Employer contribution / active EE | $953 | $2,211-56.9% | $4,013-76.3% | $2,671-64.3% |
| Participant deferral / active EE | $4,457 | $4,310+3.4% | $6,222-28.4% | $4,126+8.0% |
| Admin fee / account holder | $3,228 | $5,404-40.3% | $9,015-64.2% | $5,651-42.9% |