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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 | $81,262-87.0% | $155,602-93.2% | $80,911-86.9% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.6%+22.4pp |
| Annual return | 13.08% | 33.34%-20.3pp | 64.81%-51.7pp | 35.63%-22.6pp |
| Employer contribution / active EE | $1,815 | $3,102-41.5% | $4,675-61.2% | $2,756-34.1% |
| Participant deferral / active EE | $2,684 | $3,451-22.2% | $5,629-52.3% | $4,297-37.5% |
| Admin fee / account holder | $525 | $7,992-93.4% | $15,923-96.7% | $6,935-92.4% |