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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 | $16,917 | $49,255-65.7% | $70,494-76.0% | $79,856-78.8% |
| Participation rate | 95.7% | 69.2%+26.6pp | 75.1%+20.7pp | 69.6%+26.1pp |
| Annual return | 6.68% | 30.10%-23.4pp | 109.16%-102.5pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,255 | $2,100-40.2% | $2,738-54.2% | $2,471-49.2% |
| Participant deferral / active EE | $877 | $2,768-68.3% | $3,711-76.4% | $3,741-76.5% |
| Admin fee / account holder | $1,096 | $2,879-61.9% | $3,848-71.5% | $5,306-79.3% |