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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 | $17,380 | $77,638-77.6% | $156,551-88.9% | $62,881-72.4% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | 6.73% | 50.33%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,102 | $3,444-39.0% | $5,501-61.8% | $2,281-7.8% |
| Participant deferral / active EE | $2,410 | $3,046-20.9% | $4,871-50.5% | $3,203-24.7% |
| Admin fee / account holder | $1,670 | $5,561-70.0% | $13,028-87.2% | $4,296-61.1% |