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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 | $25,345 | $76,407-66.8% | $150,298-83.1% | $82,448-69.3% |
| Participation rate | 95.0% | 66.4%+28.6pp | 77.8%+17.2pp | 68.1%+26.9pp |
| Annual return | 38.83% | 39.99%-1.2pp | 62.79%-24.0pp | 41.64%-2.8pp |
| Employer contribution / active EE | $859 | $2,614-67.2% | $4,154-79.3% | $2,551-66.3% |
| Participant deferral / active EE | $6,613 | $3,214+105.7% | $5,453+21.3% | $4,139+59.8% |
| Admin fee / account holder | $1,640 | $6,352-74.2% | $14,116-88.4% | $7,234-77.3% |