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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 | $13,659 | $37,446-63.5% | $77,513-82.4% | $79,852-82.9% |
| Participation rate | 96.2% | 41.5%+54.6pp | 54.2%+42.0pp | 69.6%+26.5pp |
| Annual return | 21.01% | 39.76%-18.7pp | 54.81%-33.8pp | 31.72%-10.7pp |
| Employer contribution / active EE | $2,339 | $637+267.1% | $987+137.1% | $2,471-5.3% |
| Participant deferral / active EE | $4,073 | $1,261+223.0% | $1,861+118.8% | $3,740+8.9% |
| Admin fee / account holder | $1,332 | $2,506-46.8% | $2,859-53.4% | $5,306-74.9% |