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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 | $8,492 | $37,446-77.3% | $77,552-89.1% | $79,856-89.4% |
| Participation rate | 93.3% | 41.5%+51.8pp | 54.2%+39.1pp | 69.6%+23.7pp |
| Annual return | 66.04% | 39.76%+26.3pp | 54.82%+11.2pp | 31.71%+34.3pp |
| Employer contribution / active EE | $3,659 | $637+474.2% | $987+270.8% | $2,471+48.1% |
| Participant deferral / active EE | $2,105 | $1,261+67.0% | $1,861+13.1% | $3,741-43.7% |
| Admin fee / account holder | $787 | $2,506-68.6% | $2,859-72.5% | $5,306-85.2% |