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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 | $36,502 | $93,345-60.9% | $119,126-69.4% | $87,485-58.3% |
| Participation rate | 87.5% | 68.7%+18.8pp | 75.8%+11.7pp | 68.9%+18.6pp |
| Annual return | 17.65% | 19.08%-1.4pp | 282.11%-264.5pp | 26.06%-8.4pp |
| Employer contribution / active EE | $1,210 | $3,172-61.8% | $4,034-70.0% | $2,596-53.4% |
| Participant deferral / active EE | $4,996 | $4,099+21.9% | $5,318-6.1% | $4,274+16.9% |
| Admin fee / account holder | $770 | $8,039-90.4% | $10,693-92.8% | $7,775-90.1% |