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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 | $16,478 | $81,276-79.7% | $155,574-89.4% | $80,925-79.6% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.7%+26.5pp |
| Annual return | 16.39% | 33.36%-17.0pp | 64.87%-48.5pp | 35.65%-19.3pp |
| Employer contribution / active EE | $2,231 | $3,103-28.1% | $4,676-52.3% | $2,756-19.1% |
| Participant deferral / active EE | $1,496 | $3,453-56.7% | $5,629-73.4% | $4,299-65.2% |
| Admin fee / account holder | $1,183 | $7,993-85.2% | $15,914-92.6% | $6,940-82.9% |