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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 | $9,599 | $77,814-87.7% | $158,223-93.9% | $86,983-89.0% |
| Participation rate | 83.6% | 68.4%+15.2pp | 79.2%+4.4pp | 69.5%+14.0pp |
| Annual return | 25.25% | 30.54%-5.3pp | 52.09%-26.8pp | 25.83%-0.6pp |
| Employer contribution / active EE | $2,421 | $2,592-6.6% | $4,109-41.1% | $2,584-6.3% |
| Participant deferral / active EE | $4,824 | $3,270+47.5% | $5,467-11.8% | $4,194+15.0% |
| Admin fee / account holder | $428 | $5,879-92.7% | $16,047-97.3% | $7,856-94.5% |