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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 | $26,192 | $81,233-67.8% | $155,567-83.2% | $80,874-67.6% |
| Participation rate | 98.5% | 66.2%+32.3pp | 78.2%+20.3pp | 67.6%+30.9pp |
| Annual return | 10.74% | 33.33%-22.6pp | 64.74%-54.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $3,364 | $3,101+8.5% | $4,674-28.0% | $2,756+22.1% |
| Participant deferral / active EE | $1,250 | $3,452-63.8% | $5,628-77.8% | $4,297-70.9% |
| Admin fee / account holder | $1,043 | $7,998-87.0% | $15,916-93.4% | $6,935-85.0% |