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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 | $17,241 | $86,050-80.0% | $189,758-90.9% | $94,015-81.7% |
| Participation rate | 92.2% | 68.9%+23.3pp | 79.8%+12.4pp | 70.8%+21.4pp |
| Annual return | 11.13% | 17.77%-6.6pp | 52.62%-41.5pp | 17.84%-6.7pp |
| Employer contribution / active EE | $1,593 | $2,819-43.5% | $4,767-66.6% | $2,790-42.9% |
| Participant deferral / active EE | $1,283 | $3,349-61.7% | $5,856-78.1% | $4,249-69.8% |
| Admin fee / account holder | $1,857 | $6,627-72.0% | $20,388-90.9% | $8,951-79.3% |