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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 | $21,870 | $81,233-73.1% | $155,567-85.9% | $80,874-73.0% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.6%+24.0pp |
| Annual return | 11.50% | 33.33%-21.8pp | 64.74%-53.2pp | 35.62%-24.1pp |
| Employer contribution / active EE | $5,350 | $3,101+72.5% | $4,674+14.5% | $2,756+94.2% |
| Participant deferral / active EE | $4,117 | $3,452+19.3% | $5,628-26.8% | $4,297-4.2% |
| Admin fee / account holder | $614 | $7,998-92.3% | $15,916-96.1% | $6,935-91.1% |