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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 | $16,703 | $77,901-78.6% | $149,717-88.8% | $75,181-77.8% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 24.40% | 31.73%-7.3pp | 134.41%-110.0pp | 160.69%-136.3pp |
| Employer contribution / active EE | $1,912 | $3,137-39.0% | $4,820-60.3% | $2,671-28.4% |
| Participant deferral / active EE | $4,347 | $3,411+27.4% | $5,682-23.5% | $4,126+5.4% |
| Admin fee / account holder | $381 | $5,949-93.6% | $13,213-97.1% | $5,650-93.3% |