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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 | $12,205 | $65,712-81.4% | $57,196-78.7% | $273,972-95.5% |
| Participation rate | 95.7% | 78.3%+17.3pp | 75.3%+20.3pp | 83.0%+12.6pp |
| Annual return | 32.74% | 22.01%+10.7pp | 14.59%+18.1pp | 41.46%-8.7pp |
| Employer contribution / active EE | $1,542 | $3,280-53.0% | $2,683-42.5% | $4,869-68.3% |
| Participant deferral / active EE | $2,728 | $3,782-27.9% | $3,096-11.9% | $5,287-48.4% |
| Admin fee / account holder | $717 | $4,838-85.2% | $3,141-77.2% | $10,133-92.9% |