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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 | $17,439 | $84,953-79.5% | $163,379-89.3% | $82,637-78.9% |
| Participation rate | 97.4% | 65.9%+31.4pp | 76.8%+20.5pp | 68.1%+29.3pp |
| Annual return | 17.18% | 23.07%-5.9pp | 63.41%-46.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $1,876 | $2,183-14.1% | $3,752-50.0% | $2,552-26.5% |
| Participant deferral / active EE | $2,874 | $4,326-33.6% | $6,282-54.3% | $4,126-30.4% |
| Admin fee / account holder | $1,361 | $7,921-82.8% | $9,818-86.1% | $7,339-81.5% |