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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 | $10,973 | $78,690-86.1% | $161,489-93.2% | $87,485-87.5% |
| Participation rate | 92.5% | 67.5%+25.0pp | 78.7%+13.8pp | 68.9%+23.6pp |
| Annual return | 21.43% | 32.74%-11.3pp | 89.72%-68.3pp | 26.06%-4.6pp |
| Employer contribution / active EE | $2,161 | $2,588-16.5% | $4,268-49.4% | $2,596-16.8% |
| Participant deferral / active EE | $2,539 | $3,311-23.3% | $5,630-54.9% | $4,274-40.6% |
| Admin fee / account holder | $747 | $6,724-88.9% | $16,006-95.3% | $7,775-90.4% |