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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 | $15,747 | $77,638-79.7% | $156,551-89.9% | $62,881-75.0% |
| Participation rate | 96.4% | 71.2%+25.2pp | 84.0%+12.4pp | 69.3%+27.1pp |
| Annual return | 10.20% | 50.33%-40.1pp | 32.23%-22.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,122 | $3,444-67.4% | $5,501-79.6% | $2,281-50.8% |
| Participant deferral / active EE | $2,271 | $3,046-25.4% | $4,871-53.4% | $3,203-29.1% |
| Admin fee / account holder | $6,782 | $5,561+21.9% | $13,028-47.9% | $4,296+57.9% |