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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 | $12,999 | $36,948-64.8% | $73,658-82.4% | $87,485-85.1% |
| Participation rate | 92.0% | 46.8%+45.2pp | 57.0%+35.0pp | 68.9%+23.1pp |
| Annual return | 18.98% | 28.64%-9.7pp | 29.72%-10.7pp | 26.06%-7.1pp |
| Employer contribution / active EE | $1,016 | $670+51.6% | $1,032-1.6% | $2,596-60.9% |
| Participant deferral / active EE | $4,098 | $1,379+197.2% | $2,062+98.7% | $4,274-4.1% |
| Admin fee / account holder | $574 | $2,531-77.3% | $3,357-82.9% | $7,775-92.6% |