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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 | $13,318 | $81,331-83.6% | $155,534-91.4% | $80,935-83.5% |
| Participation rate | 97.0% | 66.3%+30.7pp | 78.2%+18.8pp | 67.7%+29.3pp |
| Annual return | 21.67% | 33.37%-11.7pp | 64.92%-43.2pp | 35.66%-14.0pp |
| Employer contribution / active EE | $1,636 | $3,105-47.3% | $4,675-65.0% | $2,757-40.7% |
| Participant deferral / active EE | $1,906 | $3,454-44.8% | $5,630-66.2% | $4,299-55.7% |
| Admin fee / account holder | $1,379 | $7,999-82.8% | $15,900-91.3% | $6,924-80.1% |