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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 | $38,825 | $81,233-52.2% | $155,567-75.0% | $80,874-52.0% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 36.46% | 33.33%+3.1pp | 64.74%-28.3pp | 35.62%+0.8pp |
| Employer contribution / active EE | $1,304 | $3,101-58.0% | $4,674-72.1% | $2,756-52.7% |
| Participant deferral / active EE | $9,788 | $3,452+183.5% | $5,628+73.9% | $4,297+127.8% |
| Admin fee / account holder | $491 | $7,998-93.9% | $15,916-96.9% | $6,935-92.9% |