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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 | $81,276-79.9% | $155,574-89.5% | $80,925-79.8% |
| Participation rate | 92.6% | 66.2%+26.3pp | 78.2%+14.4pp | 67.7%+24.9pp |
| Annual return | 25.89% | 33.36%-7.5pp | 64.87%-39.0pp | 35.65%-9.8pp |
| Employer contribution / active EE | $1,668 | $3,103-46.2% | $4,676-64.3% | $2,756-39.5% |
| Participant deferral / active EE | $1,603 | $3,453-53.6% | $5,629-71.5% | $4,299-62.7% |
| Admin fee / account holder | $743 | $7,993-90.7% | $15,914-95.3% | $6,940-89.3% |