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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 | $15,766 | $77,920-79.8% | $149,723-89.5% | $75,177-79.0% |
| Participation rate | 97.8% | 65.6%+32.2pp | 78.8%+19.0pp | 67.2%+30.6pp |
| Annual return | 16.28% | 31.72%-15.4pp | 134.50%-118.2pp | 160.75%-144.5pp |
| Employer contribution / active EE | $1,988 | $3,138-36.7% | $4,821-58.8% | $2,671-25.6% |
| Participant deferral / active EE | $1,740 | $3,411-49.0% | $5,682-69.4% | $4,126-57.8% |
| Admin fee / account holder | $1,021 | $5,951-82.8% | $13,215-92.3% | $5,651-81.9% |