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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 | $104,650-92.8% | $83,854-91.0% | $155,188-95.1% |
| Participation rate | 90.0% | 65.1%+24.9pp | 59.1%+30.9pp | 80.8%+9.2pp |
| Annual return | 17.07% | 28.97%-11.9pp | 31.39%-14.3pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,427 | $1,196+19.3% | $1,017+40.3% | $4,248-66.4% |
| Participant deferral / active EE | $2,027 | $2,367-14.4% | $2,035-0.4% | $6,531-69.0% |
| Admin fee / account holder | $1,870 | $3,518-46.8% | $3,197-41.5% | $14,480-87.1% |