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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 | $105,000 | $83,898+25.2% | $133,346-21.3% | $94,015+11.7% |
| Participation rate | 87.1% | 63.4%+23.7pp | 72.8%+14.2pp | 70.8%+16.3pp |
| Annual return | 28.19% | 16.00%+12.2pp | 36.85%-8.7pp | 17.84%+10.3pp |
| Employer contribution / active EE | $1,540 | $1,821-15.4% | $2,853-46.0% | $2,790-44.8% |
| Participant deferral / active EE | $0 | $3,245-100.0% | $4,332-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,211 | $7,809-84.5% | $14,264-91.5% | $8,951-86.5% |