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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 | $26,211 | $84,236-68.9% | $170,435-84.6% | $70,126-62.6% |
| Participation rate | 88.6% | 70.8%+17.8pp | 83.6%+5.0pp | 69.5%+19.1pp |
| Annual return | 16.44% | 23.06%-6.6pp | 205.94%-189.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $1,350 | $3,387-60.2% | $5,432-75.2% | $2,343-42.4% |
| Participant deferral / active EE | $4,325 | $3,086+40.2% | $4,939-12.4% | $3,332+29.8% |
| Admin fee / account holder | $3,052 | $5,698-46.4% | $13,881-78.0% | $4,645-34.3% |