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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 | $11,160 | $51,604-78.4% | $129,295-91.4% | $80,874-86.2% |
| Participation rate | 84.6% | 57.0%+27.6pp | 69.6%+15.0pp | 67.6%+17.0pp |
| Annual return | 12.95% | 20.76%-7.8pp | 9429.28%-9416.3pp | 35.62%-22.7pp |
| Employer contribution / active EE | $1,516 | $1,585-4.3% | $4,157-63.5% | $2,756-45.0% |
| Participant deferral / active EE | $2,457 | $2,670-8.0% | $4,169-41.1% | $4,297-42.8% |
| Admin fee / account holder | $728 | $4,310-83.1% | $7,665-90.5% | $6,935-89.5% |