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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 | $7,553 | $69,118-89.1% | $53,647-85.9% | $138,895-94.6% |
| Participation rate | 90.0% | 64.0%+26.0pp | 56.3%+33.7pp | 79.9%+10.1pp |
| Annual return | 17.07% | 248.26%-231.2pp | 358.33%-341.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,427 | $1,189+20.0% | $962+48.4% | $4,194-66.0% |
| Participant deferral / active EE | $2,027 | $2,274-10.8% | $1,813+11.8% | $6,396-68.3% |
| Admin fee / account holder | $1,870 | $2,724-31.3% | $2,460-24.0% | $12,562-85.1% |