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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 | $28,602 | $81,233-64.8% | $155,567-81.6% | $80,874-64.6% |
| Participation rate | 93.0% | 66.2%+26.8pp | 78.2%+14.8pp | 67.6%+25.4pp |
| Annual return | 10.78% | 33.33%-22.6pp | 64.74%-54.0pp | 35.62%-24.8pp |
| Employer contribution / active EE | $1,265 | $3,101-59.2% | $4,674-72.9% | $2,756-54.1% |
| Participant deferral / active EE | $6,566 | $3,452+90.2% | $5,628+16.7% | $4,297+52.8% |
| Admin fee / account holder | $918 | $7,998-88.5% | $15,916-94.2% | $6,935-86.8% |