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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 | $26,986 | $77,638-65.2% | $156,551-82.8% | $62,881-57.1% |
| Participation rate | 97.4% | 71.2%+26.2pp | 84.0%+13.4pp | 69.3%+28.1pp |
| Annual return | 10.94% | 50.33%-39.4pp | 32.23%-21.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $2,639 | $3,444-23.4% | $5,501-52.0% | $2,281+15.7% |
| Participant deferral / active EE | $2,201 | $3,046-27.7% | $4,871-54.8% | $3,203-31.3% |
| Admin fee / account holder | $458 | $5,561-91.8% | $13,028-96.5% | $4,296-89.3% |