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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 | $14,847 | $77,638-80.9% | $156,551-90.5% | $62,881-76.4% |
| Participation rate | 92.9% | 71.2%+21.7pp | 84.0%+8.8pp | 69.3%+23.6pp |
| Annual return | 8.01% | 50.33%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,527 | $3,444-55.7% | $5,501-72.2% | $2,281-33.1% |
| Participant deferral / active EE | $1,855 | $3,046-39.1% | $4,871-61.9% | $3,203-42.1% |
| Admin fee / account holder | $373 | $5,561-93.3% | $13,028-97.1% | $4,296-91.3% |