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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 | $6,487 | $69,118-90.6% | $53,647-87.9% | $138,895-95.3% |
| Participation rate | 93.8% | 64.0%+29.8pp | 56.3%+37.5pp | 79.9%+13.8pp |
| Annual return | 21.74% | 248.26%-226.5pp | 358.33%-336.6pp | 145.39%-123.7pp |
| Employer contribution / active EE | $1,284 | $1,189+8.0% | $962+33.5% | $4,194-69.4% |
| Participant deferral / active EE | $1,517 | $2,274-33.3% | $1,813-16.4% | $6,396-76.3% |
| Admin fee / account holder | $583 | $2,724-78.6% | $2,460-76.3% | $12,562-95.4% |