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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 | $15,690 | $77,908-79.9% | $149,696-89.5% | $75,173-79.1% |
| Participation rate | 96.0% | 65.6%+30.4pp | 78.8%+17.2pp | 67.2%+28.8pp |
| Annual return | 22.42% | 31.73%-9.3pp | 134.46%-112.0pp | 160.72%-138.3pp |
| Employer contribution / active EE | $2,471 | $3,138-21.3% | $4,821-48.7% | $2,671-7.5% |
| Participant deferral / active EE | $6,154 | $3,411+80.4% | $5,682+8.3% | $4,126+49.1% |
| Admin fee / account holder | $1,561 | $5,950-73.8% | $13,212-88.2% | $5,651-72.4% |