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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 | $15,747 | $77,908-79.8% | $149,696-89.5% | $75,173-79.1% |
| Participation rate | 79.2% | 65.6%+13.6pp | 78.8%+0.4pp | 67.2%+12.0pp |
| Annual return | 23.10% | 31.73%-8.6pp | 134.46%-111.4pp | 160.72%-137.6pp |
| Employer contribution / active EE | $1,507 | $3,138-52.0% | $4,821-68.7% | $2,671-43.6% |
| Participant deferral / active EE | $4,073 | $3,411+19.4% | $5,682-28.3% | $4,126-1.3% |
| Admin fee / account holder | $693 | $5,950-88.4% | $13,212-94.8% | $5,651-87.7% |