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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 | $14,294 | $76,407-81.3% | $150,298-90.5% | $82,448-82.7% |
| Participation rate | 92.3% | 66.4%+25.9pp | 77.8%+14.5pp | 68.1%+24.2pp |
| Annual return | 28.20% | 39.99%-11.8pp | 62.79%-34.6pp | 41.64%-13.4pp |
| Employer contribution / active EE | $1,634 | $2,614-37.5% | $4,154-60.7% | $2,551-35.9% |
| Participant deferral / active EE | $3,880 | $3,214+20.7% | $5,453-28.8% | $4,139-6.3% |
| Admin fee / account holder | $495 | $6,352-92.2% | $14,116-96.5% | $7,234-93.2% |