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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 | $77,814-81.6% | $158,223-91.0% | $86,983-83.6% |
| Participation rate | 92.3% | 68.4%+23.9pp | 79.2%+13.1pp | 69.5%+22.8pp |
| Annual return | 28.20% | 30.54%-2.3pp | 52.09%-23.9pp | 25.83%+2.4pp |
| Employer contribution / active EE | $1,634 | $2,592-37.0% | $4,109-60.2% | $2,584-36.8% |
| Participant deferral / active EE | $3,880 | $3,270+18.7% | $5,467-29.0% | $4,194-7.5% |
| Admin fee / account holder | $495 | $5,879-91.6% | $16,047-96.9% | $7,856-93.7% |