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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 | $17,347 | $90,486-80.8% | $78,676-78.0% | $273,972-93.7% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 6.07% | 75.62%-69.5pp | 62.19%-56.1pp | 41.46%-35.4pp |
| Employer contribution / active EE | $2,305 | $3,175-27.4% | $2,850-19.1% | $4,869-52.7% |
| Participant deferral / active EE | $2,304 | $3,901-40.9% | $3,517-34.5% | $5,287-56.4% |
| Admin fee / account holder | $851 | $5,263-83.8% | $4,510-81.1% | $10,133-91.6% |