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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 | $18,044 | $69,590-74.1% | $136,867-86.8% | $94,015-80.8% |
| Participation rate | 88.0% | 66.3%+21.7pp | 74.5%+13.5pp | 70.8%+17.2pp |
| Annual return | 11.63% | 19.62%-8.0pp | 42.97%-31.3pp | 17.84%-6.2pp |
| Employer contribution / active EE | $4,966 | $2,396+107.2% | $3,547+40.0% | $2,790+78.0% |
| Participant deferral / active EE | $1,500 | $3,437-56.3% | $4,924-69.5% | $4,249-64.7% |
| Admin fee / account holder | $667 | $8,912-92.5% | $10,340-93.6% | $8,951-92.5% |