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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 | $28,896 | $46,877-38.4% | $122,354-76.4% | $70,126-58.8% |
| Participation rate | 96.2% | 58.2%+37.9pp | 71.6%+24.5pp | 69.5%+26.6pp |
| Annual return | 17.49% | 24.22%-6.7pp | 30.28%-12.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $1,517 | $1,288+17.7% | $4,051-62.6% | $2,343-35.2% |
| Participant deferral / active EE | $3,203 | $2,167+47.8% | $3,287-2.5% | $3,332-3.9% |
| Admin fee / account holder | $946 | $3,324-71.5% | $5,479-82.7% | $4,645-79.6% |