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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 | $9,273 | $57,119-83.8% | $85,187-89.1% | $80,935-88.5% |
| Participation rate | 92.9% | 56.4%+36.4pp | 67.5%+25.3pp | 67.7%+25.2pp |
| Annual return | 16.62% | 21.70%-5.1pp | 66.67%-50.0pp | 35.66%-19.0pp |
| Employer contribution / active EE | $1,129 | $1,802-37.4% | $2,732-58.7% | $2,757-59.1% |
| Participant deferral / active EE | $2,288 | $3,115-26.5% | $4,525-49.4% | $4,299-46.8% |
| Admin fee / account holder | $5,731 | $4,990+14.9% | $6,162-7.0% | $6,924-17.2% |