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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 | $11,902 | $67,823-82.5% | $52,425-77.3% | $137,256-91.3% |
| Participation rate | 92.9% | 63.9%+28.9pp | 55.6%+37.2pp | 80.0%+12.9pp |
| Annual return | 16.70% | 219.11%-202.4pp | 302.12%-285.4pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,043 | $1,163-10.3% | $914+14.1% | $4,156-74.9% |
| Participant deferral / active EE | $2,448 | $2,288+7.0% | $1,790+36.8% | $6,407-61.8% |
| Admin fee / account holder | $2,934 | $2,844+3.2% | $2,495+17.6% | $12,270-76.1% |