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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 | $10,562 | $81,358-87.0% | $155,556-93.2% | $80,959-87.0% |
| Participation rate | 90.0% | 66.3%+23.7pp | 78.2%+11.8pp | 67.7%+22.3pp |
| Annual return | 13.08% | 33.39%-20.3pp | 64.84%-51.8pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,815 | $3,106-41.6% | $4,675-61.2% | $2,757-34.2% |
| Participant deferral / active EE | $2,684 | $3,455-22.3% | $5,631-52.3% | $4,300-37.6% |
| Admin fee / account holder | $525 | $7,994-93.4% | $15,885-96.7% | $6,925-92.4% |