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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 | $11,683 | $81,262-85.6% | $155,602-92.5% | $80,911-85.6% |
| Participation rate | 89.2% | 66.2%+23.0pp | 78.2%+11.0pp | 67.6%+21.6pp |
| Annual return | 19.28% | 33.34%-14.1pp | 64.81%-45.5pp | 35.63%-16.3pp |
| Employer contribution / active EE | $2,165 | $3,102-30.2% | $4,675-53.7% | $2,756-21.4% |
| Participant deferral / active EE | $6,067 | $3,451+75.8% | $5,629+7.8% | $4,297+41.2% |
| Admin fee / account holder | $1,441 | $7,992-82.0% | $15,923-91.0% | $6,935-79.2% |