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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 | $15,652 | $77,638-79.8% | $156,551-90.0% | $62,881-75.1% |
| Participation rate | 94.8% | 71.2%+23.6pp | 84.0%+10.8pp | 69.3%+25.5pp |
| Annual return | 5.40% | 50.33%-44.9pp | 32.23%-26.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,974 | $3,444-42.7% | $5,501-64.1% | $2,281-13.5% |
| Participant deferral / active EE | $2,668 | $3,046-12.4% | $4,871-45.2% | $3,203-16.7% |
| Admin fee / account holder | $531 | $5,561-90.5% | $13,028-95.9% | $4,296-87.6% |