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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 | $13,477 | $77,638-82.6% | $156,551-91.4% | $62,881-78.6% |
| Participation rate | 86.4% | 71.2%+15.2pp | 84.0%+2.4pp | 69.3%+17.1pp |
| Annual return | 8.46% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,123 | $3,444-67.4% | $5,501-79.6% | $2,281-50.8% |
| Participant deferral / active EE | $2,247 | $3,046-26.2% | $4,871-53.9% | $3,203-29.9% |
| Admin fee / account holder | $1,166 | $5,561-79.0% | $13,028-91.1% | $4,296-72.9% |