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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 | $10,930 | $77,814-86.0% | $158,223-93.1% | $86,983-87.4% |
| Participation rate | 93.9% | 68.4%+25.5pp | 79.2%+14.7pp | 69.5%+24.4pp |
| Annual return | 24.92% | 30.54%-5.6pp | 52.09%-27.2pp | 25.83%-0.9pp |
| Employer contribution / active EE | $1,398 | $2,592-46.1% | $4,109-66.0% | $2,584-45.9% |
| Participant deferral / active EE | $2,379 | $3,270-27.2% | $5,467-56.5% | $4,194-43.3% |
| Admin fee / account holder | $316 | $5,879-94.6% | $16,047-98.0% | $7,856-96.0% |