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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 | $12,320 | $76,407-83.9% | $150,298-91.8% | $82,448-85.1% |
| Participation rate | 91.0% | 66.4%+24.6pp | 77.8%+13.3pp | 68.1%+23.0pp |
| Annual return | 32.64% | 39.99%-7.4pp | 62.79%-30.1pp | 41.64%-9.0pp |
| Employer contribution / active EE | $1,197 | $2,614-54.2% | $4,154-71.2% | $2,551-53.1% |
| Participant deferral / active EE | $4,043 | $3,214+25.8% | $5,453-25.9% | $4,139-2.3% |
| Admin fee / account holder | $374 | $6,352-94.1% | $14,116-97.3% | $7,234-94.8% |