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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 | $11,105 | $81,331-86.3% | $155,534-92.9% | $80,935-86.3% |
| Participation rate | 87.7% | 66.3%+21.4pp | 78.2%+9.5pp | 67.7%+20.0pp |
| Annual return | 15.76% | 33.37%-17.6pp | 64.92%-49.2pp | 35.66%-19.9pp |
| Employer contribution / active EE | $2,120 | $3,105-31.7% | $4,675-54.6% | $2,757-23.1% |
| Participant deferral / active EE | $3,138 | $3,454-9.1% | $5,630-44.3% | $4,299-27.0% |
| Admin fee / account holder | $1,237 | $7,999-84.5% | $15,900-92.2% | $6,924-82.1% |