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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 | $81,276-73.1% | $155,574-85.9% | $80,925-73.0% |
| Participation rate | 91.7% | 66.2%+25.4pp | 78.2%+13.5pp | 67.7%+24.0pp |
| Annual return | 11.50% | 33.36%-21.9pp | 64.87%-53.4pp | 35.65%-24.2pp |
| Employer contribution / active EE | $5,350 | $3,103+72.4% | $4,676+14.4% | $2,756+94.1% |
| Participant deferral / active EE | $4,117 | $3,453+19.2% | $5,629-26.9% | $4,299-4.2% |
| Admin fee / account holder | $614 | $7,993-92.3% | $15,914-96.1% | $6,940-91.1% |