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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 | $22,446 | $81,358-72.4% | $155,556-85.6% | $80,959-72.3% |
| Participation rate | 97.5% | 66.3%+31.2pp | 78.2%+19.3pp | 67.7%+29.8pp |
| Annual return | 10.81% | 33.39%-22.6pp | 64.84%-54.0pp | 35.67%-24.9pp |
| Employer contribution / active EE | $2,284 | $3,106-26.5% | $4,675-51.1% | $2,757-17.2% |
| Participant deferral / active EE | $1,707 | $3,455-50.6% | $5,631-69.7% | $4,300-60.3% |
| Admin fee / account holder | $933 | $7,994-88.3% | $15,885-94.1% | $6,925-86.5% |