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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 | $17,026 | $77,908-78.1% | $149,696-88.6% | $75,173-77.4% |
| Participation rate | 96.9% | 65.6%+31.3pp | 78.8%+18.1pp | 67.2%+29.7pp |
| Annual return | 21.88% | 31.73%-9.8pp | 134.46%-112.6pp | 160.72%-138.8pp |
| Employer contribution / active EE | $1,351 | $3,138-56.9% | $4,821-72.0% | $2,671-49.4% |
| Participant deferral / active EE | $2,523 | $3,411-26.0% | $5,682-55.6% | $4,126-38.9% |
| Admin fee / account holder | $3,591 | $5,950-39.7% | $13,212-72.8% | $5,651-36.5% |