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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 | $15,032 | $81,331-81.5% | $155,534-90.3% | $80,935-81.4% |
| Participation rate | 97.8% | 66.3%+31.5pp | 78.2%+19.5pp | 67.7%+30.1pp |
| Annual return | 16.22% | 33.37%-17.1pp | 64.92%-48.7pp | 35.66%-19.4pp |
| Employer contribution / active EE | $826 | $3,105-73.4% | $4,675-82.3% | $2,757-70.0% |
| Participant deferral / active EE | $2,983 | $3,454-13.6% | $5,630-47.0% | $4,299-30.6% |
| Admin fee / account holder | $1,164 | $7,999-85.4% | $15,900-92.7% | $6,924-83.2% |