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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 | $76,407-85.6% | $150,298-92.7% | $82,448-86.7% |
| Participation rate | 92.5% | 66.4%+26.1pp | 77.8%+14.7pp | 68.1%+24.4pp |
| Annual return | 21.43% | 39.99%-18.6pp | 62.79%-41.4pp | 41.64%-20.2pp |
| Employer contribution / active EE | $2,161 | $2,614-17.3% | $4,154-48.0% | $2,551-15.3% |
| Participant deferral / active EE | $2,539 | $3,214-21.0% | $5,453-53.4% | $4,139-38.7% |
| Admin fee / account holder | $747 | $6,352-88.2% | $14,116-94.7% | $7,234-89.7% |