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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 | $6,456 | $76,407-91.6% | $150,298-95.7% | $82,448-92.2% |
| Participation rate | 97.1% | 66.4%+30.7pp | 77.8%+19.3pp | 68.1%+29.0pp |
| Annual return | 21.43% | 39.99%-18.6pp | 62.79%-41.4pp | 41.64%-20.2pp |
| Employer contribution / active EE | $1,731 | $2,614-33.8% | $4,154-58.3% | $2,551-32.1% |
| Participant deferral / active EE | $3,108 | $3,214-3.3% | $5,453-43.0% | $4,139-24.9% |
| Admin fee / account holder | $1,266 | $6,352-80.1% | $14,116-91.0% | $7,234-82.5% |