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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 | $75,541-87.3% | $152,093-93.7% | $82,637-88.4% |
| Participation rate | 83.6% | 66.5%+17.0pp | 77.8%+5.8pp | 68.1%+15.5pp |
| Annual return | 25.25% | 32.56%-7.3pp | 66.36%-41.1pp | 53.51%-28.3pp |
| Employer contribution / active EE | $2,421 | $2,622-7.7% | $4,175-42.0% | $2,552-5.1% |
| Participant deferral / active EE | $4,824 | $3,206+50.5% | $5,451-11.5% | $4,126+16.9% |
| Admin fee / account holder | $428 | $6,405-93.3% | $14,497-97.0% | $7,339-94.2% |