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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 | $17,730 | $57,140-69.0% | $85,240-79.2% | $80,959-78.1% |
| Participation rate | 95.1% | 56.4%+38.7pp | 67.5%+27.6pp | 67.7%+27.5pp |
| Annual return | 14.51% | 21.71%-7.2pp | 66.75%-52.2pp | 35.67%-21.2pp |
| Employer contribution / active EE | $2,267 | $1,802+25.8% | $2,735-17.1% | $2,757-17.8% |
| Participant deferral / active EE | $3,930 | $3,115+26.1% | $4,527-13.2% | $4,300-8.6% |
| Admin fee / account holder | $347 | $4,992-93.0% | $6,165-94.4% | $6,925-95.0% |