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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 | $10,972 | $76,407-85.6% | $150,298-92.7% | $82,448-86.7% |
| Participation rate | 96.6% | 66.4%+30.2pp | 77.8%+18.8pp | 68.1%+28.5pp |
| Annual return | 56.44% | 39.99%+16.4pp | 62.79%-6.3pp | 41.64%+14.8pp |
| Employer contribution / active EE | $1,396 | $2,614-46.6% | $4,154-66.4% | $2,551-45.3% |
| Participant deferral / active EE | $3,353 | $3,214+4.3% | $5,453-38.5% | $4,139-19.0% |
| Admin fee / account holder | $1,037 | $6,352-83.7% | $14,116-92.7% | $7,234-85.7% |