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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 | $13,459 | $90,486-85.1% | $78,676-82.9% | $273,972-95.1% |
| Participation rate | 94.7% | 76.5%+18.2pp | 73.6%+21.2pp | 83.0%+11.7pp |
| Annual return | 6.55% | 75.62%-69.1pp | 62.19%-55.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,119 | $3,175-64.8% | $2,850-60.7% | $4,869-77.0% |
| Participant deferral / active EE | $1,300 | $3,901-66.7% | $3,517-63.0% | $5,287-75.4% |
| Admin fee / account holder | $846 | $5,263-83.9% | $4,510-81.2% | $10,133-91.7% |