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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 | $33,886 | $81,358-58.3% | $155,556-78.2% | $80,959-58.1% |
| Participation rate | 93.0% | 66.3%+26.8pp | 78.2%+14.8pp | 67.7%+25.4pp |
| Annual return | 16.06% | 33.39%-17.3pp | 64.84%-48.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,176 | $3,106-62.1% | $4,675-74.9% | $2,757-57.4% |
| Participant deferral / active EE | $9,358 | $3,455+170.8% | $5,631+66.2% | $4,300+117.6% |
| Admin fee / account holder | $2,006 | $7,994-74.9% | $15,885-87.4% | $6,925-71.0% |