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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 | $16,928 | $84,236-79.9% | $170,435-90.1% | $70,126-75.9% |
| Participation rate | 78.2% | 70.8%+7.4pp | 83.6%-5.4pp | 69.5%+8.7pp |
| Annual return | 28.07% | 23.06%+5.0pp | 205.94%-177.9pp | 73.15%-45.1pp |
| Employer contribution / active EE | $1,208 | $3,387-64.3% | $5,432-77.8% | $2,343-48.4% |
| Participant deferral / active EE | $2,001 | $3,086-35.2% | $4,939-59.5% | $3,332-39.9% |
| Admin fee / account holder | $520 | $5,698-90.9% | $13,881-96.3% | $4,645-88.8% |