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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 | $11,421 | $78,690-85.5% | $161,489-92.9% | $87,485-86.9% |
| Participation rate | 84.6% | 67.5%+17.2pp | 78.7%+5.9pp | 68.9%+15.7pp |
| Annual return | 23.87% | 32.74%-8.9pp | 89.72%-65.8pp | 26.06%-2.2pp |
| Employer contribution / active EE | $2,855 | $2,588+10.3% | $4,268-33.1% | $2,596+10.0% |
| Participant deferral / active EE | $4,156 | $3,311+25.5% | $5,630-26.2% | $4,274-2.8% |
| Admin fee / account holder | $1,000 | $6,724-85.1% | $16,006-93.8% | $7,775-87.1% |