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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 | $12,804 | $81,262-84.2% | $155,602-91.8% | $80,911-84.2% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 22.16% | 33.34%-11.2pp | 64.81%-42.7pp | 35.63%-13.5pp |
| Employer contribution / active EE | $1,716 | $3,102-44.7% | $4,675-63.3% | $2,756-37.7% |
| Participant deferral / active EE | $3,999 | $3,451+15.9% | $5,629-29.0% | $4,297-6.9% |
| Admin fee / account holder | $1,819 | $7,992-77.2% | $15,923-88.6% | $6,935-73.8% |