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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 | $6,649 | $76,407-91.3% | $150,298-95.6% | $82,448-91.9% |
| Participation rate | 92.0% | 66.4%+25.6pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 16.74% | 39.99%-23.3pp | 62.79%-46.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,610 | $2,614-38.4% | $4,154-61.2% | $2,551-36.9% |
| Participant deferral / active EE | $2,891 | $3,214-10.0% | $5,453-47.0% | $4,139-30.1% |
| Admin fee / account holder | $412 | $6,352-93.5% | $14,116-97.1% | $7,234-94.3% |