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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 | $10,220 | $57,057-82.1% | $85,009-88.0% | $80,874-87.4% |
| Participation rate | 92.7% | 56.4%+36.4pp | 67.5%+25.2pp | 67.6%+25.1pp |
| Annual return | 18.19% | 21.66%-3.5pp | 66.47%-48.3pp | 35.62%-17.4pp |
| Employer contribution / active EE | $2,127 | $1,799+18.2% | $2,728-22.0% | $2,756-22.8% |
| Participant deferral / active EE | $4,389 | $3,112+41.1% | $4,522-2.9% | $4,297+2.2% |
| Admin fee / account holder | $384 | $4,986-92.3% | $6,153-93.8% | $6,935-94.5% |