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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 | $5,715 | $69,118-91.7% | $53,647-89.3% | $138,895-95.9% |
| Participation rate | 95.2% | 64.0%+31.3pp | 56.3%+39.0pp | 79.9%+15.3pp |
| Annual return | 18.10% | 248.26%-230.2pp | 358.33%-340.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,146 | $1,189-3.6% | $962+19.2% | $4,194-72.7% |
| Participant deferral / active EE | $2,512 | $2,274+10.4% | $1,813+38.5% | $6,396-60.7% |
| Admin fee / account holder | $1,305 | $2,724-52.1% | $2,460-47.0% | $12,562-89.6% |