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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 | $27,838 | $81,358-65.8% | $155,556-82.1% | $80,959-65.6% |
| Participation rate | 90.6% | 66.3%+24.4pp | 78.2%+12.4pp | 67.7%+23.0pp |
| Annual return | 13.55% | 33.39%-19.8pp | 64.84%-51.3pp | 35.67%-22.1pp |
| Employer contribution / active EE | $4,522 | $3,106+45.6% | $4,675-3.3% | $2,757+64.0% |
| Participant deferral / active EE | $2,071 | $3,455-40.1% | $5,631-63.2% | $4,300-51.8% |
| Admin fee / account holder | $398 | $7,994-95.0% | $15,885-97.5% | $6,925-94.3% |