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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 | $16,382 | $77,638-78.9% | $156,551-89.5% | $62,881-73.9% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.1pp | 69.3%+27.8pp |
| Annual return | 11.00% | 50.33%-39.3pp | 32.23%-21.2pp | 20.14%-9.1pp |
| Employer contribution / active EE | $1,951 | $3,444-43.4% | $5,501-64.5% | $2,281-14.5% |
| Participant deferral / active EE | $1,215 | $3,046-60.1% | $4,871-75.1% | $3,203-62.1% |
| Admin fee / account holder | $1,661 | $5,561-70.1% | $13,028-87.3% | $4,296-61.3% |