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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 | $25,837 | $53,774-52.0% | $134,162-80.7% | $79,852-67.6% |
| Participation rate | 96.0% | 58.8%+37.2pp | 72.2%+23.8pp | 69.6%+26.4pp |
| Annual return | 0.00% | 19.01%-19.0pp | 36.35%-36.3pp | 31.72%-31.7pp |
| Employer contribution / active EE | $1,737 | $1,322+31.5% | $3,705-53.1% | $2,471-29.7% |
| Participant deferral / active EE | $3,833 | $2,420+58.4% | $3,500+9.5% | $3,740+2.5% |
| Admin fee / account holder | $901 | $3,985-77.4% | $6,685-86.5% | $5,306-83.0% |