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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 | $7,984 | $36,948-78.4% | $73,658-89.2% | $87,485-90.9% |
| Participation rate | 93.8% | 46.8%+46.9pp | 57.0%+36.7pp | 68.9%+24.8pp |
| Annual return | 23.83% | 28.64%-4.8pp | 29.72%-5.9pp | 26.06%-2.2pp |
| Employer contribution / active EE | $1,711 | $670+155.3% | $1,032+65.7% | $2,596-34.1% |
| Participant deferral / active EE | $2,303 | $1,379+67.0% | $2,062+11.7% | $4,274-46.1% |
| Admin fee / account holder | $682 | $2,531-73.1% | $3,357-79.7% | $7,775-91.2% |