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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 | $14,163 | $107,809-86.9% | $97,032-85.4% | $155,188-90.9% |
| Participation rate | 95.7% | 75.5%+20.2pp | 71.6%+24.1pp | 80.8%+14.8pp |
| Annual return | 18.46% | 38.06%-19.6pp | 35.38%-16.9pp | 148.84%-130.4pp |
| Employer contribution / active EE | $1,726 | $2,911-40.7% | $2,629-34.3% | $4,248-59.4% |
| Participant deferral / active EE | $3,016 | $5,129-41.2% | $4,672-35.4% | $6,531-53.8% |
| Admin fee / account holder | $2,314 | $10,717-78.4% | $9,418-75.4% | $14,480-84.0% |