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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 | $9,182 | $76,407-88.0% | $150,298-93.9% | $82,448-88.9% |
| Participation rate | 88.5% | 66.4%+22.1pp | 77.8%+10.7pp | 68.1%+20.4pp |
| Annual return | 26.20% | 39.99%-13.8pp | 62.79%-36.6pp | 41.64%-15.4pp |
| Employer contribution / active EE | $2,301 | $2,614-12.0% | $4,154-44.6% | $2,551-9.8% |
| Participant deferral / active EE | $4,687 | $3,214+45.8% | $5,453-14.0% | $4,139+13.2% |
| Admin fee / account holder | $516 | $6,352-91.9% | $14,116-96.3% | $7,234-92.9% |