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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 | $15,504 | $75,959-79.6% | $154,114-89.9% | $64,181-75.8% |
| Participation rate | 85.7% | 70.4%+15.3pp | 83.0%+2.7pp | 69.6%+16.1pp |
| Annual return | 7.25% | 30.32%-23.1pp | 735.16%-727.9pp | 7.63%-0.4pp |
| Employer contribution / active EE | $1,050 | $3,350-68.6% | $5,298-80.2% | $2,381-55.9% |
| Participant deferral / active EE | $3,185 | $3,175+0.3% | $5,081-37.3% | $3,470-8.2% |
| Admin fee / account holder | $499 | $5,589-91.1% | $13,411-96.3% | $4,887-89.8% |