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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 | $10,456 | $81,233-87.1% | $155,567-93.3% | $80,874-87.1% |
| Participation rate | 94.3% | 66.2%+28.1pp | 78.2%+16.1pp | 67.6%+26.6pp |
| Annual return | 11.87% | 33.33%-21.5pp | 64.74%-52.9pp | 35.62%-23.7pp |
| Employer contribution / active EE | $1,244 | $3,101-59.9% | $4,674-73.4% | $2,756-54.9% |
| Participant deferral / active EE | $2,735 | $3,452-20.8% | $5,628-51.4% | $4,297-36.4% |
| Admin fee / account holder | $551 | $7,998-93.1% | $15,916-96.5% | $6,935-92.1% |