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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 | $16,214 | $76,407-78.8% | $150,298-89.2% | $82,448-80.3% |
| Participation rate | 87.5% | 66.4%+21.1pp | 77.8%+9.7pp | 68.1%+19.4pp |
| Annual return | 15.75% | 39.99%-24.2pp | 62.79%-47.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,296 | $2,614-50.4% | $4,154-68.8% | $2,551-49.2% |
| Participant deferral / active EE | $2,889 | $3,214-10.1% | $5,453-47.0% | $4,139-30.2% |
| Admin fee / account holder | $4,918 | $6,352-22.6% | $14,116-65.2% | $7,234-32.0% |