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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 | $7,921 | $76,407-89.6% | $150,298-94.7% | $82,448-90.4% |
| Participation rate | 87.0% | 66.4%+20.6pp | 77.8%+9.3pp | 68.1%+19.0pp |
| Annual return | 19.63% | 39.99%-20.4pp | 62.79%-43.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,015 | $2,614-61.2% | $4,154-75.6% | $2,551-60.2% |
| Participant deferral / active EE | $1,303 | $3,214-59.5% | $5,453-76.1% | $4,139-68.5% |
| Admin fee / account holder | $326 | $6,352-94.9% | $14,116-97.7% | $7,234-95.5% |