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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 | $57,140-82.1% | $85,240-88.0% | $80,959-87.4% |
| Participation rate | 92.7% | 56.4%+36.3pp | 67.5%+25.2pp | 67.7%+25.1pp |
| Annual return | 18.19% | 21.71%-3.5pp | 66.75%-48.6pp | 35.67%-17.5pp |
| Employer contribution / active EE | $2,127 | $1,802+18.0% | $2,735-22.2% | $2,757-22.9% |
| Participant deferral / active EE | $4,389 | $3,115+40.9% | $4,527-3.0% | $4,300+2.1% |
| Admin fee / account holder | $384 | $4,992-92.3% | $6,165-93.8% | $6,925-94.5% |