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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 | $4,740 | $94,439-95.0% | $73,658-93.6% | $154,746-96.9% |
| Participation rate | 77.8% | 64.7%+13.1pp | 57.0%+20.7pp | 80.7%-2.9pp |
| Annual return | 17.02% | 28.25%-11.2pp | 29.72%-12.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $2,216 | $1,257+76.3% | $1,032+114.7% | $4,379-49.4% |
| Participant deferral / active EE | $2,204 | $2,527-12.8% | $2,062+6.9% | $6,730-67.3% |
| Admin fee / account holder | $1,802 | $3,843-53.1% | $3,357-46.3% | $14,365-87.5% |