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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 | $81,331-64.8% | $155,534-81.6% | $80,935-64.7% |
| Participation rate | 93.0% | 66.3%+26.8pp | 78.2%+14.8pp | 67.7%+25.4pp |
| Annual return | 10.78% | 33.37%-22.6pp | 64.92%-54.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,265 | $3,105-59.3% | $4,675-73.0% | $2,757-54.1% |
| Participant deferral / active EE | $6,566 | $3,454+90.1% | $5,630+16.6% | $4,299+52.7% |
| Admin fee / account holder | $918 | $7,999-88.5% | $15,900-94.2% | $6,924-86.7% |