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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 | $16,344 | $81,262-79.9% | $155,602-89.5% | $80,911-79.8% |
| Participation rate | 92.6% | 66.2%+26.4pp | 78.2%+14.4pp | 67.6%+24.9pp |
| Annual return | 25.89% | 33.34%-7.5pp | 64.81%-38.9pp | 35.63%-9.7pp |
| Employer contribution / active EE | $1,668 | $3,102-46.2% | $4,675-64.3% | $2,756-39.5% |
| Participant deferral / active EE | $1,603 | $3,451-53.6% | $5,629-71.5% | $4,297-62.7% |
| Admin fee / account holder | $743 | $7,992-90.7% | $15,923-95.3% | $6,935-89.3% |