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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 | $17,113 | $50,554-66.1% | $67,681-74.7% | $87,485-80.4% |
| Participation rate | 86.2% | 67.7%+18.5pp | 73.7%+12.5pp | 68.9%+17.3pp |
| Annual return | 14.77% | 17.81%-3.0pp | 590.58%-575.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,069 | $1,988-46.2% | $2,678-60.1% | $2,596-58.8% |
| Participant deferral / active EE | $3,109 | $2,961+5.0% | $3,976-21.8% | $4,274-27.2% |
| Admin fee / account holder | $670 | $4,132-83.8% | $6,100-89.0% | $7,775-91.4% |