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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 | $23,454 | $93,346-74.9% | $71,796-67.3% | $273,972-91.4% |
| Participation rate | 95.7% | 76.5%+19.1pp | 69.1%+26.5pp | 83.0%+12.6pp |
| Annual return | 12.05% | 130.39%-118.3pp | 78.04%-66.0pp | 41.46%-29.4pp |
| Employer contribution / active EE | $1,352 | $2,733-50.5% | $1,924-29.7% | $4,869-72.2% |
| Participant deferral / active EE | $1,692 | $3,475-51.3% | $2,794-39.5% | $5,287-68.0% |
| Admin fee / account holder | $666 | $6,571-89.9% | $4,815-86.2% | $10,133-93.4% |