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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 | $14,809 | $81,331-81.8% | $155,534-90.5% | $80,935-81.7% |
| Participation rate | 97.2% | 66.3%+31.0pp | 78.2%+19.0pp | 67.7%+29.6pp |
| Annual return | 17.09% | 33.37%-16.3pp | 64.92%-47.8pp | 35.66%-18.6pp |
| Employer contribution / active EE | $1,928 | $3,105-37.9% | $4,675-58.8% | $2,757-30.1% |
| Participant deferral / active EE | $4,718 | $3,454+36.6% | $5,630-16.2% | $4,299+9.7% |
| Admin fee / account holder | $720 | $7,999-91.0% | $15,900-95.5% | $6,924-89.6% |