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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 | $9,219 | $76,407-87.9% | $150,298-93.9% | $82,448-88.8% |
| Participation rate | 93.1% | 66.4%+26.7pp | 77.8%+15.3pp | 68.1%+25.0pp |
| Annual return | 60.81% | 39.99%+20.8pp | 62.79%-2.0pp | 41.64%+19.2pp |
| Employer contribution / active EE | $501 | $2,614-80.8% | $4,154-87.9% | $2,551-80.4% |
| Participant deferral / active EE | $1,346 | $3,214-58.1% | $5,453-75.3% | $4,139-67.5% |
| Admin fee / account holder | $3,183 | $6,352-49.9% | $14,116-77.5% | $7,234-56.0% |