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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 | $12,696 | $81,262-84.4% | $155,602-91.8% | $80,911-84.3% |
| Participation rate | 88.9% | 66.2%+22.7pp | 78.2%+10.7pp | 67.6%+21.2pp |
| Annual return | 15.32% | 33.34%-18.0pp | 64.81%-49.5pp | 35.63%-20.3pp |
| Employer contribution / active EE | $2,707 | $3,102-12.7% | $4,675-42.1% | $2,756-1.8% |
| Participant deferral / active EE | $1,362 | $3,451-60.5% | $5,629-75.8% | $4,297-68.3% |
| Admin fee / account holder | $451 | $7,992-94.4% | $15,923-97.2% | $6,935-93.5% |