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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 | $17,050 | $91,086-81.3% | $203,872-91.6% | $86,983-80.4% |
| Participation rate | 94.0% | 65.8%+28.2pp | 77.8%+16.2pp | 69.5%+24.5pp |
| Annual return | 27.07% | 22.30%+4.8pp | 85.11%-58.0pp | 25.83%+1.2pp |
| Employer contribution / active EE | $1,675 | $2,063-18.8% | $3,757-55.4% | $2,584-35.2% |
| Participant deferral / active EE | $2,266 | $4,019-43.6% | $6,388-64.5% | $4,194-46.0% |
| Admin fee / account holder | $670 | $8,987-92.5% | $11,730-94.3% | $7,856-91.5% |