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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 | $13,040 | $77,908-83.3% | $149,696-91.3% | $75,173-82.7% |
| Participation rate | 98.2% | 65.6%+32.6pp | 78.8%+19.4pp | 67.2%+31.0pp |
| Annual return | 27.15% | 31.73%-4.6pp | 134.46%-107.3pp | 160.72%-133.6pp |
| Employer contribution / active EE | $2,147 | $3,138-31.6% | $4,821-55.5% | $2,671-19.6% |
| Participant deferral / active EE | $4,560 | $3,411+33.7% | $5,682-19.8% | $4,126+10.5% |
| Admin fee / account holder | $455 | $5,950-92.4% | $13,212-96.6% | $5,651-92.0% |