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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 | $81,331-52.3% | $155,534-75.0% | $80,935-52.0% |
| Participation rate | 96.2% | 66.3%+29.9pp | 78.2%+17.9pp | 67.7%+28.5pp |
| Annual return | 36.46% | 33.37%+3.1pp | 64.92%-28.5pp | 35.66%+0.8pp |
| Employer contribution / active EE | $1,304 | $3,105-58.0% | $4,675-72.1% | $2,757-52.7% |
| Participant deferral / active EE | $9,788 | $3,454+183.4% | $5,630+73.9% | $4,299+127.7% |
| Admin fee / account holder | $491 | $7,999-93.9% | $15,900-96.9% | $6,924-92.9% |