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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 | $21,960 | $86,050-74.5% | $189,758-88.4% | $94,015-76.6% |
| Participation rate | 85.5% | 68.9%+16.6pp | 79.8%+5.7pp | 70.8%+14.6pp |
| Annual return | 12.40% | 17.77%-5.4pp | 52.62%-40.2pp | 17.84%-5.4pp |
| Employer contribution / active EE | $1,282 | $2,819-54.5% | $4,767-73.1% | $2,790-54.1% |
| Participant deferral / active EE | $1,699 | $3,349-49.3% | $5,856-71.0% | $4,249-60.0% |
| Admin fee / account holder | $827 | $6,627-87.5% | $20,388-95.9% | $8,951-90.8% |