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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 | $11,630 | $94,439-87.7% | $73,658-84.2% | $154,746-92.5% |
| Participation rate | 90.0% | 64.7%+25.3pp | 57.0%+33.0pp | 80.7%+9.3pp |
| Annual return | 14.77% | 28.25%-13.5pp | 29.72%-14.9pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,382 | $1,257+9.9% | $1,032+33.8% | $4,379-68.5% |
| Participant deferral / active EE | $1,668 | $2,527-34.0% | $2,062-19.1% | $6,730-75.2% |
| Admin fee / account holder | $610 | $3,843-84.1% | $3,357-81.8% | $14,365-95.8% |