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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 | $20,663 | $77,638-73.4% | $156,551-86.8% | $62,881-67.1% |
| Participation rate | 88.9% | 71.2%+17.7pp | 84.0%+4.9pp | 69.3%+19.6pp |
| Annual return | 10.42% | 50.33%-39.9pp | 32.23%-21.8pp | 20.14%-9.7pp |
| Employer contribution / active EE | $1,405 | $3,444-59.2% | $5,501-74.5% | $2,281-38.4% |
| Participant deferral / active EE | $4,126 | $3,046+35.5% | $4,871-15.3% | $3,203+28.8% |
| Admin fee / account holder | $380 | $5,561-93.2% | $13,028-97.1% | $4,296-91.1% |